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 the best way to invest for income? The old approach was to invest in funds and ETFs that pay monthly or quarterly...
May 28 2021
Taxes could be going up, so how can you capitalize on your current tax rate?
One tax-smart move to conside...
Apr 20 2021
“What else can I do to lower my taxes?” one of our wealth-management clients asked us recently. Managing her taxes was o...
Apr 16 2021
FundX CEO Janet Brown talked about which funds and ETFs are in favor now, given recent changes in the markets, on t...
Feb 24 2021
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