Julex Capital Management Launches Tactical Strategies on TD Ameritrade Institutional Model Market Center

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Julex Capital Management has launched a series of tactical investment strategies on the TD Ameritrade Institutional Model Market Center. The suite of portfolios is designed to limit downside risk while maximizing upside potential through our rules-based adaptive approach.

Julex believes the biggest challenge investors face is the periodic loss of wealth during a severe market downturn. Our mission is to help investors achieve their financial goals by designing strategies that aim to limit downside risk while maximizing upside potential though our adaptive approach.

Julex Capital Management, LLC (Julex), announced today that it has made a set of tactical investment strategies available through the TD Ameritrade Institutional Model Market Center. The goal of the strategies is to deliver consistent returns over a full market cycle while protecting the portfolio from large market drawdowns.

Julex uses 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 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 strong insight to market directions. In addition, by emphasizing downside protection, our approach is designed to help investors reach their goals with increased confidence.”

"This is a particularly important time to be discussing portfolios focusing on downside risk management. The markets are trading at or near all-time highs, and volatility is increasing. Clients are looking for ways to mitigate risk while still participating in the market upsides,” says Bob Peatman, Managing Director of Julex, “We are excited to participate in TD Ameritrade Institutional Model Market Center. The platform provides an innovative approach to financial planning by offering advisors more choices, such as access to boutique managers, to manage their clients’ portfolios better.”

The TD Ameritrade Institutional Model Market Center platform enables RIAs to leverage the portfolio-construction expertise of some leading money managers from their desktops without the constraints and complexity that may come with traditional outsourcing solutions. Advisors can access model portfolios, customize as desired, and then execute those strategies in the manner they choose through an integration with the iRebal® on Veo® rebalancing platform.

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. For more information, please visit: http://www.julexcapital.com.

TD Ameritrade Institutional and Julex Capital Management are separate and unaffiliated companies and are not responsible for each other’s policies, products, opinions or services. Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA). IRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

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Henry Ma

Bob Peatman
since: 01/2014
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