Overview

Julian blends fundamental analysis with technical timing to capture upside in public equities while mitigating downside. Services include active trading, position management, dividend optimization, and IPO/tech-sector specialization.

Service Components

• Equity Research: Company fundamentals, competitive landscape, and earnings-cycle analysis.

• Trade Execution: Real-time entry/exit with cost-effective order routing.

• Dividend and Income Management: Focused portfolios for income stability.

• Sector and Thematic Plays: Technology, healthcare, AI, consumer, and cyclical sector strategies.

Example Approach

For a growth-oriented client: identify 6–12 core holdings, add 2–4 tactical positions for momentum, and use stop-risks to protect capital. For income clients: favor dividend champions and REIT exposure, with periodic rebalancing.

Outcomes and Reporting

Clients receive trade rationales, PandL snapshots, and tax-aware trade histories.