About Us

FundX was founded in 1969 with the simple idea that investors deserved better. Investors deserved advisers who would act in their best interest and strategies that helped them adapt to changing markets.

This was a pretty radical idea at the time. Back then, you typically invested through a broker, who sold mutual funds that weren’t always great investments. The funds usually had sales commissions that rewarded the broker, not you.

We chose to put investors first. We were one of the first advisers to use commission-free or noload funds to actively manage client accounts. 

In 2022, FundX became a division of One Capital Management, LLC, allowing us to continue to serve our clients as fiduciaries into the future. 

Looking for an investing partner? Let’s find out if we’re a good fit.

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