Dedicated Wealth Management
Evidence-based fund & ETF investing | Financial planning | Exceptional service you can count on
Our Mission is Your Success
We've helped generations of clients build and preserve wealth for more than 50 years. As a registered investment advisor (RIA),
we are fiduciaries who act in your best interest.
Our clients come to us for our active investment strategies, disciplined portfolio management, and seamless client service.
Find out more about how we can help you move forward.
About Us
Insights & Press
Stocks fell rapidly and indiscriminately in March as investors realized that unprecedented shutdowns to combat the sprea...
Apr 3 2020
It’s unnerving to see the headlines and predictions about the coronavirus, whether you’ve been invested for years or you...
Mar 4 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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