Main page content

Dedicated Wealth Management

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

FundX Insights

Get our insights for active investors delivered directly to your inbox. (It's free.)

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.

Learn more

About Us

Insights & Press

Take the first step

Let’s set up a time to talk with a FundX advisor and see if we’re a good fit.