Our Story

FundX Investment Group was one of the first advisors to use noload mutual funds to manage client accounts in 1969. It developed an evidence-based investment process, which the firm uses to manage equity, sustainable and fixed income portfolios for individuals, institutions and mutual funds.

FundX at a Glance

FundX Founded

1969

Portfolio Managers

4

Investment Strategies

5

Mutual Funds

5

Our Portfolio Management Team

Janet Brown
President/CEO

Janet joined FundX in 1978 and has been researching mutual funds and developing effective investment strategies ever since. A frequent guest on national media, Janet’s expertise is widely recognized. She is a board member of several non-profits and foundations and a longtime advocate for sustainable responsible investing (SRI).

Sean McKeon
Portfolio Manager/CCO

Sean joined FundX in 1990 and has directed hundreds of client accounts, many spanning multiple generations. A member of the firm’s investment committee and director of Client Account Operations, Sean assumed the role of Chief Compliance Officer in 2015.

Avani Rau
Portfolio Manager

Avani started working at FundX in 2003 and rejoined the firm in 2014 after a nine-year stint with Alliance Bernstein in New York. Avani is a member of the investment committee and has a key role in shaping our approach to sustainable responsible investing (SRI) portfolios.

Marty DeVault
Portfolio Manager/Principal

With FundX since 1992, Marty has managed hundreds of client accounts and leads much of the ongoing research into the Upgrading investment strategy.  With a background in medical research, Marty brings deep analytical skills to the firm.