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.
Company Details
- Employees
- 28
- Founded
- -
- Address
- 101 Montgomery St,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.fundx.com
- Keywords
- Mutual Funds, Exchange Traded Funds, Investments, Sustainable Responsible Impact (SRI) Investing, Fixed Income, financial planning, wealth management.
- HQ
- San Francisco, CA
Fundx, A Division Of One Capital Management, Llc Questions
Fundx, A Division Of One Capital Management, Llc's website is http://www.fundx.com
Fundx, A Division Of One Capital Management, Llc's LinkedIn profile is https://www.linkedin.com/company/fundx-invest
Fundx, A Division Of One Capital Management, Llc has
28 employees.
View email and phone details for 28
employees at Fundx, A Division Of One Capital Management, Llc.
Fundx, A Division Of One Capital Management, Llc's industry is
Investment Management
Fundx, A Division Of One Capital Management, Llc's top competitors are
Fundx,
Pristine Capital Partners,
Meged Funding,
Paralax.ai,
Luxembourse,
The Global Leaders Network,
Senior Access,
Alexis Investment Partners, Llc,
Fundx,
Fundx.
Fundx, A Division Of One Capital Management, Llc's categories are Investment Management
Fundx, A Division Of One Capital Management, Llc's founding year is 1969
