Jason William Browne

Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans.

FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds.