Julex Capital Management
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
40 Grove St Ste 140, Wellesley, Massachu...Phone Number
(781) 489-5398Website
www.julexcapital.comRevenue
<$5 MillionIndustry
About Julex Capital Management
Julex-OCIO provides outsourced Chief Investment Officer solutions tailored for financial advisors, offering a comprehensive range of investment products and services without promoting their own investment products. Their services include investment portfolios, account trading, compliance support, and direct consultations, aimed at helping advisors operate efficiently and grow their practices. With over 90 years of collective experience, the team focuses on delivering customized solutions that address the unique needs of each advisory firm. Julex-OCIO emphasizes a patient and opportunistic investment approach, recognizing the complexities of market behavior and investor emotions.Explore more
Julex Capital Management Org Chart
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Julex-OCIO provides outsourced Chief Investment Officer solutions tailored for financial advisors, offering a comprehensive range of investment products and services without promoting their own investment products. Their services include investment portfolios, account trading, compliance support, and direct consultations, aimed at helping advisors... Read More
