Dynamic Index Investing®

Making sense of your wealth

How do you sensibly manage wealth?

This is a seemingly simple question, but finding credible answers isn’t easy. If you’re anything like us, you may find it difficult to take advice from salespeople or bankers who lack sophisticated finance and global markets experience.

That’s why we started Elm.

With a growing body of practical research that we’ve applied to managing our own wealth alongside that of our clients, we offer a credible and consistent framework for personal wealth management, both within your portfolio and beyond.

Learn more about how we think

Read the research

Our Story

What happens when a former hedge fund manager sets out to find a sensible, cost-effective way to invest his family’s wealth? He wasn’t satisfied with the options available, so he built his own.

“After more than 20 years in finance, you’d have thought that I’d figured out how to invest my family’s savings. Well, it was 2002, I just turned 40, and I hadn’t.”

Find out how a single question led to a research project, an investigation into history's missing billionaires, and ultimately the investment approach behind Elm.

Read the Elm Story

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How We Invest

If you’ve tried to beat the markets or simply buy and hold index funds, you’re probably familiar with the psychological and performance pitfalls of these approaches.

Our research shows that the most effective tools for managing long-term wealth are:

Global Diversification

Cost and tax efficiency

Significant use of equities

Consistent investment sizing decisions

We put these findings together to create Elm, offering our clients the credibility and investment acumen you’d expect of a leading hedge fund, alongside the simplicity and cost-effectiveness of a robo-advisor.

Dynamic Index Investing®

Our approach is consistent, clear, and systematic, providing a transparent view at all times into the how and why behind your Elm-managed portfolio. Learn more about our strategy and decide if our reasoning resonates with you.

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How We Advise

Our clients face a range of complex decisions around issues such as how much risk to take, how to manage appreciated holdings, how much to invest in their own professional investment strategies, and more. Many of our clients are also interested in the core retirement question of how to manage spending, giving, and investing in their retirement years.

We’ve applied our methodical, research-driven approach to these questions and the many other aspects of wealth management that lie beyond your investment portfolio. And thanks to the efficiency of our investment management platform, we’re always just a phone call away to help you manage the complexities that come with success.


Elm Partners’ Funds are available only to accredited investors. The content of this website and related materials are not intended to solicit investment, but rather to elicit discussion and exploration of better ways to invest. The contents of this website do not comprise an offering document. Neither historical simulations nor past return performance are necessarily indicative of future returns. Elm Partners Management LLC is an investment advisor registered with the SEC. Here are the most recent copies of our Form ADV Part 1, ADV Part 2A2B and Form CRS.

Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Elm Partners (“Elm”). Fidelity is a service provider to Elm. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Elm and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 830247.3.0

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