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Dedicated Wealth Management

Evidence-based fund & ETF investing | Financial planning | Exceptional service you can count on

Investing during Covid-19

How FundX can help you move forward in 2020's uncertain markets.

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.

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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

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