Where are all the billionaires?

There were 4,000 millionaire families in 1900.

If they’d just bought and held the market - and had an average number of kids - there would be 120,000 billionaire families today.

So, where are they? Watch the video

The Twin Problems

Aside from spending and taxes, the two biggest drains on wealth have historically been high costs and low diversification.

The finance industry has a tendency to overcharge for investment products, so you’d think the solution would be low-cost indexing. But despite its low fees, index investing comes with its own set of problems.

One of the primary challenges? It simply goes against human nature to sit and wait while markets veer through booms and busts.

Dynamic Index Investing®

At Elm, we’ve developed a sensible, research-driven approach to wealth management that is not only disciplined, but cost-effective to manage.

Our strategies are designed to help your wealth grow over time while also satisfying the basic human need to respond to our changing environment.

We use a combination of long-term expected return and momentum metrics in a clear and systematic way, making our approach highly predictable and totally transparent. The result is a sensible, cost-effective approach to managing your family’s wealth for the long run.

Read the research

What Makes Elm Different

1

Globally Diversified

Our strategies are globally diversified with a focus on equity markets as the primary source of long-term growth.

2

Automated for Affordability

Our trading and portfolio management technology is highly automated, which saves significant costs—a benefit that we pass on to our investors.

3

Experience and Guidance

We are always a phone call or email away, and we focus our research on financial decision-making and investing topics that are both interesting and relevant for our clients.

Want to learn more about our investment approach?

See the presentation
Disclaimer

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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