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 interests.
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 on your financial goals.
About Us
Insights & Press
“What’s a good replacement for income from a CD or a money-market fund?” an investor asked us. “Are bonds the best...
Jul 15 2021
“Where can I invest that would provide a 4% a year return?” an investor asked us. “I looked at bonds, but right now bond...
Jun 22 2021
“My broker suggested that I invest in an annuity. Is that a good way to replace my income when I retire?” an investor as...
Jun 15 2021
FundX won a 2020 Investment Management Education Alliance (IMEA) STAR Award.
IMEA has focused on inve...
Oct 7 2020
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