Founded in 1969, FundX, a division of One Capital Management, LLC, was one of the first advisers to use noload mutual funds to professionally manage private client accounts. Today, we use our evidence-based, global investment strategies to manage sustainable, equity, fixed income, and alternative portfolios for individuals, corporate retirement plans, and foundations. Our investment advisors are fiduciaries who act in your best interest. We've helped generations of clients build and preserve wealth and meet lifelong investment goals for more than 50 years. Social media disclosures: https://go.fundx.com/l/53802/2022-05-10/l6ysy2/53802/1652216413dvDOLsLZ/Disclosures_about_FundX_and_social_media_2022.pdf
View Top Employees from FundXWebsite | http://www.fundx.com |
Employees | 25 (0 on RocketReach) |
Founded | 1969 |
Address | 101 Montgomery St Suite 2400, San Francisco, California 94104, US |
Industry | Investment Management, Brokerage, Finance, Investment Banking |
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FundX is based in San Francisco, California.