How We Can Help
FundX wealth managers aim to help you live the life you envision
Your Investment Plan Starts Here
Big-picture
planning
The first step is to talk with your advisor, so he or she gets a clear understanding of your financial goals and needs. From there, we'll map out a investment plan to reach your goals. Comprehensive financial planning is available.
Detailed risk
assessment
You'll get a personalized risk analysis that we'll use to build your fund portfolio and find an allocation that meets your objectives. We'll actively manage your portfolio and rebalance as needed to keep you on track.
Dedicated professionals to help you adapt to change
Your advisor works to help you stay on course every step of the way, and our dedicated client service team is here to meet all of your account needs.
What's Included in Wealth Management?
✔ Risk assessment | ✔ Advisor funds & strategies |
✔ Asset allocation | ✔ Financial planning |
✔ Active management | ✔ Continuity for your family |
✔ Tax-loss harvesting | ✔ Behavioral coaching to keep you on track |
✔ Rebalancing | ✔ Expert trading & client service |
Who We Serve
- Retirement account investors
- Individual investors
- Sustainable investors
- Family trusts
- Foundations & Corporations
Retirement account investors
Retirement planning and approaches to build and preserve wealth for IRA accounts and more.
Individual investors
Tax-smart fund investing strategies for your taxable individual and joint accounts.
Sustainable investors
Fund investing strategies designed to help you build wealth in a sustainable and socially conscious way.
Family trusts
Tax-sensitive fund investing strategies for trust accounts.
Foundations & Corporations