Dedicated Wealth Management
Evidence-based fund & ETF investing | Wealth planning | Exceptional service you can count on
Our Mission is Your Success
FundX investment advisers are fiduciaries who act in your best interests. Our clients 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 on your financial goals.
About Us
Our Latest Insights
Investors and markets alike were rattled in March 2023 as Silicon Valley Bank and Signature Bank were declared insolvent...
Apr 4 2023
Managing an inherited IRA can be complicated. How should you take distributions from an inherited IRA? Do you need to ta...
Dec 16 2022
Retirement is considered the golden years: a time to travel, spend time with your friends and family, and leave your wor...
Aug 14 2022
FundX is now a division of One Capital Management (OCM), a Southern California-based wealth management firm and register...
Mar 1 2022
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