Dedicated Wealth Management
Evidence-based fund & ETF investing | Financial planning | Exceptional service you can count on
Our Mission is Your Success
As a San Francisco registered investment advisor (RIA), we are fiduciaries who act in your best interest.
Fund investors come to us for our active investing strategies, disciplined portfolio management, and seamless client service.
We've helped generations of clients build and preserve wealth for more than 50 years.
Find out more about how we can help you move forward.
About Us
Insights & Press
The first half of 2020 ushered in a market environment unlike any in recent history. For the first time since 1932, a 20...
Jul 7 2020
How do you invest in uncertain times?
The Covid-19 pandemic has changed the market environment, and many investors ar...
Jun 15 2020
FundX President Janet Brown discussed the Upgrading strategy and where to invest now.
Jun 5 2019
CEO Janet Brown talked about the dos and don’ts of sustainable investing.
Nov 14 2019
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