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Inspiring the next generation of investors

Money isn't the only way to leave a legacy.

How did you get started as an investor?

You may have started in your 30s or 40s when you felt like you had enough money to do so. Or perhaps you had family or friends who encouraged you to start investing. Maybe you were someone who had an early interest in investing and taught yourselves the ropes.

For me, it was a little bit of everything. Serendipity led me to FundX where I learned about investing in noload mutual funds from founder Burt Berry. I was inspired to help investors make better financial decisions and I wanted to help level the playing field for individuals managing their own money. The rest, as you probably know, is history.

To that end, this guide is designed to help you share your wealth of knowledge with others and inspire the next generation of investors. You’ll learn why it’s so important for investors to start early in life, and how to support younger investors who want to invest in a way that can make a difference. And you’ll also find tips to help investors who are getting started at all ages.

If you’re new to investing or know someone who is just getting starting, consider the FundX Upgrader Funds. The funds can help you own a diversified portfolio that’s professionally and actively managed for as little as $1,000.

Need help deciding which FundX Fund is right for you? Give us a call at 1-800-763-8639 and ask to speak with an advisor.

Helping people invest is what we’ve been doing since 1969.

Janet Brown
President & CEO, FundX Investment Group


Diversification does not assure a profit or protect against loss in a declining market.

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About us

About FundX

FundX Investment Group pioneered using noload mutual funds to manage client accounts in 1969. Today, the firm uses its evidence-based investment process to manage equity, sustainable and fixed income portfolios of funds for individuals, institutions and mutual funds.


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