What Sets FundEX Apart?

Fundamentally, our business is to ensure that clients’ interests are being served within an increasing regulatory framework.  We feel this is best accomplished by aligning ourselves with highly regarded and well respected financial advisors.  In doing so, we are able to operate in a defined fee environment that is never in conflict with our fiduciary duty.

Being successful in our industry can mean many different things.  Regrettably, most firms place sales production as one of the most important determinants of a “successful” financial planner.  However, this perspective will invariably influence the dealer’s decision making and cloud its judgement.  We believe that sales production is the very last measure to use when defining the success of an advisor.   Indeed, a successful financial planning business is a by-product of always putting the clients’ interest first – not last.