One Capital Management, LLC

One Capital Management serves individuals, retirement plans, trusts, corporations and other institutional clients through a multi-advisor team managing roughly $7.0 billion in discretionary assets. The firm provides wealth management and financial planning, sub‑advisory and retirement plan solutions, advisory consulting and cash management services, and acts as investment adviser to the FundX suite of ETFs.

OCM’s investment process begins with a macroeconomic assessment and fundamental security research, and typically produces a written Investment Policy Statement used to guide discretionary, globally balanced portfolios. Portfolios blend active management of large‑cap equities with ETFs and diversified fixed income, use ETFs to access specific markets or sectors, and rely on periodic rebalancing and a proprietary fund ranking system for FundX strategies.

Several operational features distinguish OCM from many peers: it is an adviser to proprietary investment companies (the FundX ETFs) and publishes a monthly FundX newsletter that provides commentary and fund rankings used in its strategies. The firm also provides sub‑advisory services to other advisers, is registered to provide portfolio management in multiple Canadian provinces (supporting a notable non‑U.S. client presence), discloses affiliated insurance‑agent activities for some professionals, and reports a transitional research and custodial support relationship with Goldman Sachs.