Founded in 1969 by the Rickenbacker family, FundX Investment Group is an investment advisor dedicated to helping clients achieve long-term growth. The firm's core philosophy is centered on its "Upgrading" investment strategy, which involves actively managing client portfolios by systematically selling weaker-performing funds and replacing them with stronger ones within the same asset class. They focus exclusively on no-load mutual funds and exchange-traded funds (ETFs) to build diversified portfolios tailored to different risk profiles.

Founded in

United States