FundX Investment Group
FundX Investment Group is a San Francisco-based investment management firm recognized as one of the first advisors to use no-load mutual funds to professionally manage private client accounts. They have managed portfolios of funds for high-net-worth individuals, corporate retirement plans, and foundations since 1969. Today, FundX uses evidence-based, global investment strategy to manage sustainable, equity and fixed income portfolios to help clients build wealth, navigate changing markets, and meet lifelong investment goals.
FundX Investment Group uses commission-free or no-load funds to actively manage client accounts.
They specialize in mutual funds, exchange traded funds, investments, sustainable responsible impact investing, and fixed income.