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
Stock markets mounted a remarkable recovery in April, as massive fiscal and monetary steps taken to counter the unpreced...
May 4 2020
Investing entails risk, but how you feel about that risk changes over time.
Your feelings may change based on recent...
Apr 23 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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