At FundX Investment Group, we regard each client as a partner whose success is a reflection of our own.

Before we begin investing a new portfolio, we work with each new client to determine goals, time frames and risk parameters. We then construct portfolios that are aligned with each client’s expectations, and working within the framework of Upgrading, we select investments to meet those objectives.

As a matter of policy, client assets are registered in the client’s name and securely held at only qualified custodians as defined by the SEC.