Who We Are
With FundX Investment Group, you have an experienced team of fund experts who are dedicated to helping you build wealth, reach your goals, and stay on track in an ever-changing world.
Experienced, professional investment guidance
Our firm was one of the first to use funds to professionally manage private client accounts in 1969. Today, we use funds and ETFs to manage more than $800 million for high-net-worth clients, foundations and mutual funds.
We developed the Upgrading strategy, a logical, evidence-based global approach to investing that’s been confirmed by decades of academic and industry research, and we share this time-tested approach with enterprising investors through NoLoad FundX, the only fund newsletter to beat the market since 1980, according to the Wall Street Journal (June 2014).
A fiduciary who acts in your best interests
As a registered investment adviser, or RIA, we are fiduciaries, meaning that we act in your best interest. We are not compensated by any of the underlying funds we invest in; as a fee-only advisor, we avoid that conflict of interest. We are compensated only through asset management fees from you - our clients and shareholders - that’s who we’re working for.
Woman-owned and -led firm
Janet Brown is president of the firm and has been with the company for nearly 40 years. She and the firm’s team of long-tenured portfolio managers serve as the investment committee and work closely with clients to provide personal and individualized services. All of our key people have a stake in the firm’s long-running success.