Dedicated Wealth Management
Evidence-based fund & ETF investing | Financial 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
This year’s combination of higher inflation and volatility has been particularly challenging for retirement investors.&n...
Apr 7 2022
Interest rates jumped this year, even before the Federal Reserve’s first planned increase to the federal funds rate, the...
Mar 2 2022
Markets are off to a volatile start this year. Stocks and bonds fell sharply in January, and just when it looked like it...
Feb 11 2022
We were honored to win a 2021 Investment Management Education Alliance (IMEA) STAR Award for investor newsletter. &...
Dec 11 2021
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