Fundx Investment Group

Our Story

At FundX, we've been dedicated to helping individuals and families build and preserve their wealth for over 50 years. With a simple yet radical idea in mind - that investors deserved investment advisers who would act in their best interests - we've been one of the first to use commission-free or no-load funds to actively manage client accounts. Our approach has been to put our clients' interests first, and we believe that a long-term, disciplined investment strategy, coupled with a commitment to transparency and client service, is the key to achieving their financial goals.

Our Team

Our team of experienced investment professionals has been serving our clients for decades. With a combined total of over 100 years of experience in the investment industry, our team is made up of experienced investment analysts, portfolio managers, and client service specialists. Our team members have diverse backgrounds in finance, economics, and business, and are committed to providing our clients with exceptional service.

Our Services

At FundX, we offer a range of services designed to help our clients achieve their financial goals. These services include:

• Investment Management: We offer a range of investment portfolios designed to help our clients achieve their financial goals. Our investment strategies are based on thorough research and analysis, and are designed to provide long-term stability and growth.
• Financial Planning: Our team of financial planners is dedicated to helping our clients make the most of their financial resources. We offer a range of financial planning services, including retirement planning, education planning, and insurance planning.
• Client Service: At FundX, we believe that exceptional client service is the key to building long-term relationships with our clients. Our dedicated team of client service specialists is always available to answer questions, provide updates, and address any concerns our clients may have.

Meet Our Team

Our team of experienced investment professionals is dedicated to serving our clients and helping them achieve their financial goals. Below, you'll find a brief overview of our team members:

• Janet Brown: Janet is our Managing Director and Investment Adviser, and has been with FundX since 1978. She is a well-known industry expert and has been a frequent guest on national media outlets.
• Jeffrey Smith: Jeff is our Managing Director and is responsible for firm operations, including finance, marketing, and technology.
• Marty DeVault: Marty is an Investment Adviser and Managing Director, and has been with FundX since 1992. He is responsible for leading much of the ongoing research into our investment strategies.
• Sean McKeon: Sean is an Investment Adviser and Managing Director, and has been with FundX since 1990. He is responsible for directing hundreds of client accounts and leads much of the investment committee.
• Dan Cozano: Dan is an Investment Adviser and has been with FundX since 2005. He is responsible for directing private client accounts and providing a personalized approach to help clients reach their long-term goals.
• Rohan Nayak: Rohan is a CFP and Investment Adviser, and is involved in developing and stress-testing financial plans for clients.
• Josephine Lacuesta: Josephine is our Client Service Supervisor, and has been with FundX since 2008. She works directly with our portfolio managers to ensure the highest level of client satisfaction.
• Mark Dea: Mark is our Head Trader, and has been with FundX since 2006. He is responsible for handling the day-to-day trades for our mutual funds and overseeing the trades for client accounts.
• P. Schroeder: P. is our Writer/Editor, and leads our editorial and communications efforts.

Get Started

If you're looking for an investment adviser you can trust and who puts your interests first, we invite you to click below and let's set up a time to talk. Our team is dedicated to helping you achieve your financial goals.