Julex Capital Management Launches Destination Strategies with Integrated Financial Partners
Julex Capital Management in collaboration with Integrated Financial Partners has launched a set of destination strategies which combine the features of both target-date and target return funds. They are designed to deliver targeted returns at defined investment destinations.
WELLESLEY, Mass., May 22, 2019 /PRNewswire-PRWeb/ -- Julex Capital Management, LLC (Julex), announced today that it has launched a set of destination strategies in collaboration with Integrated Financial Partners (IFP). The strategies, called the Dynamic Series on the IFP investment platform, are aimed to deliver targeted net returns at investors' destinations, which are defined as the expected time horizon for investors to achieve their goals. The Dynamic Series currently offer four different investment destinations including 7.5 years, 12.5 years, 17.5 years and 22.5 years with respective target net annual returns of 4%, 5%, 6% and 7% (assuming a maximum expenses ratio of 1.5%).
"We are excited to partner with Julex to launch this new set of strategies for our clients," says Dr. Rob Brown, Chief Investment Officer of IFP. "Destination strategies combine both target-date and target-return methodologies. Adding well-defined return expectations to a target-date strategy, or well-defined time horizon expectations to a target return strategy, will help maintain investor confidence during the journey to their investment Destination. They are potentially best for the investor with a known spending need in the future, or for investors trying to avoid losses during market downturns. The strategies also offer convenient and effective planning tools for advisors to build portfolios with clear return expectations to meet investors' goals."
The objective of the strategies is to maximize the probability of achieving the target returns at the destinations. Julex will use a tactical and flexible investment process, which positions the portfolios across global equity and fixed income markets opportunistically, to meet the investment objective. "We have been managing tactical strategies quite successfully with our unique, adaptive investment approach over the last seven years," says Dr. Henry Ma, President and Chief Investment Officer of Julex. "Combining macro factors with market trends often gives us superior views to market directions. In addition, by emphasizing downside protection, our approach is designed to help investors reach their goals with enhanced certainty."
"This is a particularly important time to be discussing destination strategies like ours, as market valuations are getting higher and higher every day," says Bob Peatman, Managing Director of Julex, "Investors would be wise to consider investments that potentially mitigate future market downturns."
About Julex Capital Management, LLC
Founded in 2012, Julex Capital Management, LLC is a SEC-registered investment management firm dedicated to creating innovative solutions in the areas of tactical asset allocation, downside risk management and quantitative investing for institutions, advisors and individuals. Currently, Julex manages about $1.35 billion in client assets. For more information, please visit: http://www.julexcapital.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
We believe in advisors. Let us prove it to you.
The financial consultants of Integrated Partners are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, and Integrated Partners are separate entities from LPL Financial.
For more information, please visit: http://www.ifpadvisor.com.
SOURCE Julex Capital Management
Share this article