Our Team

FundX's Investment Team

A team of six long-tenured professional portfolio managers serve as the investment committee and are dedicated to employing the Upgrading discipline on your behalf. All of our key people have a stake in the Firm’s long-running success.

Janet BrownJanet M. 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).

Martin R. DeVaultMartin (Marty) R. 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.

Bernard W. BurkeBernard (Bernie) W. Burke,  Portfolio Manager.
Bernie has been managing client accounts at FundX since 1991. He has over 50 years of investment industry experience and extensive knowledge of the mutual fund industry.

Sean McKeonAvani Desai, 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.

Sean McKeonSean 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.

Jason BrowneJason W. Browne, Chief Investment Strategist.
Jason is a key member of our investment team and is instrumental in the implementation of FundX’s Upgrading strategy. A frequent guest on CNBC and other media outlets, he is considered an expert in ETFs, mutual funds, and technical analysis.