The Elm Story

What happens when a former hedge fund manager sets out to find a sensible, cost-effective way to invest his family’s wealth?

“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.”

Victor wasn’t satisfied with the options available, so he built his own.

The Market Gap

I built Elm because the options available for managing my family’s wealth weren’t meeting my standards or my needs.

I wanted something better than what was available.

I knew that passive investing could lower my costs, but also that it can be problematic in dynamic markets. On the other hand, alpha-seeking, black box strategies seemed too complicated, too costly, and not appropriate for the vast majority of my family’s wealth. Plus, the wealth advisors I spoke with simply didn’t have the experience or credibility I was looking for.


Watch victor’s ted talk

The Solution

I dove into researching the problem and developed Dynamic Index Investing® — the investment approach that underlies the Elm philosophy.

Total Transparency

Credible Advice

Rules-based Approach

Exceptionally Low Fees

First, a few friends from my Salomon Brothers and hedge fund days joined in, then a number of finance industry executives seeking a sensible, hands-off way to manage their own wealth.

As we grew, we refined our approach and technologies, offering our guidance to more high-net worth individuals and families.

Our approach is clear, consistent, credible, and predictable, providing a transparent view into how your wealth is being managed—and, crucially, why. And at just 0.12% per year, we offer both our guidance and our strategies at an exceptional price.

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