Julex Capital Management

Julex Capital Management serves a mix of retail and institutional clients — including individuals, financial planners, RIAs, insurance companies, pension plans, endowments and foundations — and provides ETF- and stock-selection managed products, model portfolios, sub‑advisory arrangements, OCIO services, and a suite of options overlay strategies. The firm offers continuous portfolio management either through discretionary mandates for some clients or via non‑discretionary model delivery to other advisers and third‑party platforms.

The firm’s investment approach is quantitative, built around a proprietary asset‑allocation model and multi‑factor stock‑selection processes that implement long‑only allocations to ETFs, ETNs and index funds and include explicit risk‑management features to reduce exposure during severe downturns. Julex also develops model signals for other advisers and platforms and provides these models for implementation rather than directly trading most client assets.

Julex’s profile differs from many peers in that it publicly advertises third‑party ratings and performance results while serving other investment advisers as a model provider and sub‑adviser; at year‑end 2025 it reported about $246.7 million in AUM, of which roughly $245.2 million was non‑discretionary. The firm’s combination of a small client base and advisor count, heavy emphasis on model delivery, available OCIO/ERISA fiduciary services, and distinct options overlay offerings creates a business mix that is uncommon among supported firms.