Julex Capital Management is an investment advisory and research firm based in Natick, Massachusetts, founded in 2012. The firm develops quantitative asset allocation models, stock selection strategies, and options overlay strategies designed to manage risk and pursue consistent returns across various market conditions. Julex serves individual retail investors directly as well as through partnerships with financial planners and other registered investment advisors. In the institutional market, the firm works with insurance companies, pension plans, endowments, and foundations. Julex offers a wide variety of investment strategies—ranging from sector rotation and multi-asset dynamic income products to large-cap and small-cap stock selection models—implemented using exchange-traded funds, exchange-traded notes, and index funds. The firm operates on both a discretionary and non-discretionary basis, and also functions as a model portfolio provider and outsourced chief investment officer for other advisory firms and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable based on account size and strategy. Most strategies charge a maximum of 0.50% per year, while the Large Cap Plus strategy charges 0.65% per year.