FundX is now a division of One Capital Management (OCM), a Southern California-based wealth management firm and registered investment adviser serving clients in the US and Canada.
“One Capital shares our values and our fiduciary responsibility to provide exceptional investment guidance and service to our clients and shareholders,” FundX’s Janet Brown said.
“One Capital’s investment expertise and financial planning capabilities will help us continue to meet our clients' needs for generations to come.”
FundX will remain in downtown San Francisco, where we’ve been for more than 50 years. Our investment philosophy, strategies, history, and research are still in place, and our advisers and client service team continue to provide the care and expertise that our clients know and expect.
“We are excited to welcome Janet and the team into the One Capital family where clients of the respective firms will benefit greatly from the depth of talent and enhanced resources the combined entity brings to bear,” said OCM President Patrick Bowen.