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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.

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About Us

Our Latest Insights

“My taxes were higher in 2021, and year-end distributions from my mutual funds even increased my Medicare monthly premiu...
May 18 2022

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