Each new client at our firm works with a portfolio manager who acts as your primary contact at the firm. He or she works with you to review your current assets, evaluate your overall allocation and assess your financial needs and goals. Together, you will formulate an individualized Portfolio Plan based on your investment horizon and tolerance for risk. This will provide guidelines for managing your assets. Each portfolio manager is a member of our Investment Committee, which meets regularly to examine new data and arrive at investment decisions for the firm.
Our client services team works with you to complete any and all paperwork required for establishing accounts, transferring assets, or making other administrative changes with the broker or custodian.
You will be provided with an Investment Advisory Agreement that formalizes our arrangements, establishes party rights and responsibilities and provides FundX Investment Group with the authority to manage the investments.