What We Do
Everything we do is based on our Upgrading strategy, a logical, evidence-based global approach to investing that’s been confirmed by decades of academic and industry research.
We pioneered the use noload mutual funds to professionally manage investment portfolios in 1969, and we use our time-tested Upgrading strategy to build and manage custom portfolios of funds and ETFs for high-net-worth individuals, foundations and corporate retirement plans.
We manage retirement accounts that are designed to help you fund a comfortable and secure life in retirement, and we also manage sustainable responsible investing (SRI) accounts, which allow you to align your investments with your values.
Our money management clients have been with us for decades and through multiple generations, and here’s why:
Expert wealth managers – Our long-tenured portfolio managers don’t just have decades of money management experience, they have decades of experience at FundX using this exact investment strategy. They can help you clarify your goals, set realistic expectations, and develop and implement an investment plan that can get you where you want to go.
Fee-based RIA that acts in your best interest - As a registered investment advisor (RIA), we’re held to the fiduciary standard, which means 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. We charge 1% on assets under management, billed quarterly.
Excellent service and disciplined trading –Our client service department is here to serve you. We’ll help set up your account, transfer your accounts, and make your required minimum distributions. Our professional traders are dedicated to efficiently trading funds and ETFs in your portfolio.
Time-tested global investment strategy – Our Upgrading strategy has a long track record of helping investors build wealth, capitalize on global market trends, and stay on track in an ever-changing world. Upgrading has weathered bull and bear markets, tech and real estate bubbles, inflation and recession, and periods of higher and lower interest rates.
Clear communication – We’ll keep you in the loop with monthly insights on the markets, quarterly reports so you can track your progress, and timely blog posts.
NoLoad FundX newsletter
NoLoad FundX was named the best-performing momentum strategy over the long term according by Marketwatch (Jan 2017), and it was frequently among the very best performing newsletters in The Hulbert Financial Digest, the watchdog of investment newsletters from 1980-2015
We run a series of noload mutual funds that are designed to offer our money management services to a wider array of investors, including those who might not meet our minimum for private money management.