Simplify Your Fund Investing
Actively managed portfolios of funds designed to help you reach your goals.
Your Goals, Our Funds
Our suite of mutual funds are designed to help you meet your unique goals. Looking to grow your retirement account? Interested in sustainable investing? Want a balanced fund designed to navigate changing markets? Our funds can help you move forward.
Insights
Over the long term, stocks have had terrific gains, and if you can stay invested, those gains can change your life. But how...
February 11, 2019
In investing, time is money, and yet most people don’t start investing until later in life, usually when they’re closer to...
September 30, 2018
Retirement investing is tough because there are so many unknowns. How long will I be invested? How should I invest now so...
June 30, 2018
How do you make money and make a difference? I grappled with this question for years. I spent my work days trying to help...
March 31, 2018
Featured Press
April 2019
"How to Help Sustainable Investors (Even If It Is Not Your Interest)"
FundX CEO Janet Brown shares five ways to help the next generation of investors with sustainable investing.
Featured In
