Fiduciary Advisors Since 1969
FundX Investment Group was founded in San Francisco in 1969 with the simple idea that investors deserved better. Investors deserved investment advisors who would act in their best interests and active strategies to help them adapt to changing markets.
This was a pretty radical idea at the time. Back then, you typically invested through a broker, who sold mutual funds that weren’t always great investments. The funds usually had sales commissions or loads that rewarded the broker, not you.
We chose to put investors first.
We were one of the first investment advisors to use commission-free or noload funds to actively manage client accounts. We’ve always been fee-based advisors, which means we're paid by our clients, not by any fund company.
As registered investment advisors, we’re fiduciaries who act in your best interests. We do better when you do better.
FundX at a Glance