Julex Capital Management

Julex Capital Management, LLC, based in Natick, Massachusetts, is an investment advisory and research firm specializing in developing and marketing ETF and stock selection managed products and services for retail and institutional markets. Established in 2012, the firm offers continuous investment management services on a discretionary basis, as a sub-adviser, or through model portfolios. Julex's investment strategies include quantitative asset allocation models and stock selection processes aiming to deliver consistent returns in various market conditions. The firm's strategies focus on limiting losses to generate above-market returns. Julex offers various portfolio strategies such as Dynamic Sector, Dynamic Income, TrueAlpha Large Cap, and High Dividend, among others, tailored to meet different investment objectives and risk tolerances. The firm typically requires a minimum investment of $500,000 for retail clients and $1,000,000 for institutional clients, with flexibility in certain situations. Julex charges management fees ranging from 0.50% to 0.65% depending on the strategy. The firm does not utilize performance-based fees or side-by-side management. Julex acts as a fiduciary for discretionary clients and provides detailed information on investment strategies, risks, and potential conflicts of interest in its brochure. Clients are advised that all investments carry inherent risks, and performance is not guaranteed. Julex emphasizes ethical standards and transparency in its operations, with no reportable disciplinary events for its key personnel, Xianghai "Henry" Ma, CFA, PhD, and Robert A. Brown, CFA, PhD.