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Skip to main content Super header links Wealth Management FundX Funds FundX Wealth Management Funds Newsletter NoLoad FundX Site branding Main navigation How We Can Help Ways to Invest Investment Approach Financial Planning Insights About Us Our Team Press Contact Us Client Relationship Summary Social links Shareholder login button Get Started Client Login Menu Close Mobile navigation How We Can Help Ways to Invest Investment Approach Financial Planning Insights About Us Our Team Press Contact Us Client Relationship Summary Shareholder login button Get Started Client Login Main page content Dedicated Wealth Management Evidence-based fund & ETF investing | Financial planning | Exceptional service you can count on Get Started Sign up for FundX Insights Get smart investing insights delivered directly to your inbox. (It's free.) Sign up Our Mission is Your Success As a San Francisco registered investment advisor (RIA), we are fiduciaries who act in your best interests. Fund investors come to us for our active investing strategies, disciplined portfolio management, and seamless client service. We've helped generations of clients build and preserve wealth for more than 50 years. Find out more about how we can help you move forward on your financial goals. Learn more About Us Janet Brown President/CEO Jeffrey Smith Managing Partner Marty DeVault Portfolio Manager/Principal Sean McKeon Portfolio Manager/CCO Dan Cozano Investment Advisor Rohan Nayak CFP ® Investment Advisor Josephine Lacuesta Client Service Supervisor Mark Dea Head Trader P. Schroeder Writer/Editor Natalie Schlegel Operations Manager J. Matsuda Data Manager Chen Truong Operations Associate William McDonnell Compliance Manager Dannielle Kimpel Executive Assistant Meet our Team Insights & Press How to Generate Income in 2021 (Even if Taxes Go Up) What’s the best way to invest for income? The old approach was to invest in funds and ETFs that pay monthly or quarterly... May 28 2021 Read more Roth IRA Conversions in 2021: 4 Key Factors to Consider Taxes could be going up, so how can you capitalize on your current tax rate? One tax-smart move to conside... Apr 20 2021 Read more The Tax Advantages of Donor-Advised Funds “What else can I do to lower my taxes?” one of our wealth-management clients asked us recently. Managing her taxes was o... Apr 16 2021 Read more FundX CEO Janet Brown’s Take on 6 Funds & ETFs FundX CEO Janet Brown talked about which funds and ETFs are in favor now, given recent changes in the markets, on t... Feb 24 2021 Read more Featured In Take the first step Let’s set up a time to talk with a FundX advisor and see if we’re a good fit. Get Started Footer FUNDX INVESTMENT GROUP | SAN FRANCISCO INVESTMENT ADVISORS FundX is a San Francisco-based investment advisor that has been actively managing portfolios of funds to help people build and preserve wealth for more than 50 years. We are fiduciaries who act in our clients' best interests. CONTACT FUNDX M-F 9am - 5pm Pacific Time 1-800-323-1510 Terms of Use | Privacy Statement © 2021 FundX Investment Group, LLC All rights reserved. 101 Montgomery St. Ste. 2400, San Francisco, CA 94104...