FundX Investment Group was founded in San Francisco in 1969 with the simple idea that investors deserved better. Investors deserved to have an advisor who would act in their best interest and invest in a way that helped 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 that rewarded the broker, not you.
We chose to put investors first. We were one of the first advisors to use commission-free or noload funds to actively manage client accounts. As registered investment advisors, we’re fiduciaries who are required to act in our clients’ best interests. We do better when you do better.
FundX at a Glance