Sean McKeon

Portfolio Manager-Equities at

One Capital Management LLC

Consumer Services

Finance

Profile

Mr. Sean McKeon is a Managing Director of Wealth Management at One Capital Management LLC.
Mr. McKeon was previously employed as an Investment Adviser & Managing Director by FundX Investment Group LLC.
He has directed hundreds of client accounts, many spanning multiple generations.
A member of the firm’s investment committee and director of Client Account Operations, in 2015 he assumed the role of Chief Compliance Officer.
He received his undergraduate degree from Rutgers State University of New Jersey and an MBA from San Francisco State University.

Sean McKeon active positions

Companies	Position	Start
One Capital Management LLC One Capital Management LLC Investment ManagersFinance OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers.	Portfolio Manager-Equities	02/05/2022

All active positions of Sean McKeon

Former positions of Sean McKeon

Companies	Position	End
FundX Investment Group LLC FundX Investment Group LLC Investment ManagersFinance FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. They invest client assets in no-load mutual funds and/or ETFs in accordance with the firm’s observation that this approach offers clients both diversification and modest expenses. Their research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses.	Compliance Officer	03/05/2022

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Linked companies

Private companies	4
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
San Francisco State University San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
One Capital Management LLC One Capital Management LLC Investment ManagersFinance OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers.	Finance
FundX Investment Group LLC FundX Investment Group LLC Investment ManagersFinance FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. They invest client assets in no-load mutual funds and/or ETFs in accordance with the firm’s observation that this approach offers clients both diversification and modest expenses. Their research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses.	Finance