New York, NY Office

One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, corporations and other business entities. The firm provides wealth management and planning, discretionary portfolio management, retirement plan solutions, advisory consulting, sub‑advisory services, and serves as investment adviser to the FundX family of exchange‑traded funds.

OCM generally builds customized, globally balanced portfolios guided by a written Investment Policy Statement and a macroeconomic assessment, blending active large‑cap equity management with ETFs and diversified fixed‑income to control risk and pursue after‑tax returns. Portfolios are typically managed on a discretionary basis with ongoing monitoring and rebalancing; for its FundX strategies the firm applies a proprietary ranking system to rotate into top‑performing funds.

Noteworthy features that distinguish OCM from many peers include its role as adviser to proprietary ETFs and publisher of a monthly FundX newsletter with fund commentary and rankings, its disclosure of an “extensive track record” and a long‑established ranking methodology for fund selection, and its sub‑advisory work for other investment advisers. The firm also maintains registrations and services in Canada as a foreign portfolio manager, discloses an economic interest in an affiliated CPA firm (Aspire Financial, LLC), and states it may pay or reimburse certain client expenses for third‑party professional services, all of which are disclosed as potential conflicts of interest.