Professional Portfolio Management
Full-service, actively managed portfolios across cryptocurrencies, crypto, forex and alternative assets — personalized to your goals and risk tolerance.
Overview
Julian provides a fully managed portfolio service that combines institutional-grade research, disciplined risk management, and hands-on trading across multiple markets (equities, crypto, forex, commodities). This service is for clients who want a professional to run their investments day-to-day while they focus on life.
Who this is for
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Busy professionals and investors who prefer hands-off wealth growth.
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High-net-worth individuals seeking diversification across asset classes.
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Investors who want single-point accountability for portfolio performance.
Our Process
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Discovery and Goal-Setting: Personal consultation to map goals, liquidity needs, and time horizon.
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Strategy Design: Construct a tailored allocation that balances growth and capital protection.
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Active Execution: Julian executes trades using proven frameworks and real-time market intelligence.
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Ongoing Optimization: Weekly monitoring and quarterly rebalancing with transparent reporting.
Risk Management and Reporting
Every portfolio uses position-sizing, stop-loss rules, correlation controls, and stress-testing. Clients receive monthly performance summaries, access to a secure portal, and ad-hoc alerts.
Pricing and Onboarding
Fees are transparent and tied to assets under management; onboarding includes KYC, suitability check, and a portfolio plan within 5–7 business days.