Adapting to Fast-Changing Markets with the Elm Market Navigator ETF (ELM)

Markets move quickly—interest rates rise and fall, stocks swing, and risk levels shift. For most investors, keeping portfolios aligned with these changes is time-consuming, complex, and can lead to costly tax consequences.

That’s where the Elm Market Navigator ETF (Ticker: ELM) comes in. Built on more than a decade of proven investment strategy, this dynamic asset allocation ETF is designed to adapt automatically to evolving market conditions while keeping costs low.

In this episode of First Look ETF, host Stephanie Stanton sits down with Victor Hagani, Founder and CIO of Elm Wealth, to discuss:

• Why traditional buy-and-hold strategies may leave investors exposed in today’s environment
• How ELM uses low-cost ETFs from trusted providers like Vanguard, iShares, and State Street as building blocks
• The process behind dynamically adjusting allocations based on expected returns and market risk
• How financial advisers and investors alike can integrate ELM into diversified portfolios
• Why asset allocation ETFs are poised for significant growth
• With fees as low as 0.24%* (including underlying ETFs), a focus on transparency, and a history dating back to 2011, the Elm Market Navigator ETF aims to give investors both long-term growth potential and peace of mind.

*The gross expense ratio prior to the management fee waiver is 0.26%. Including the 0.02% management fee waiver, the net expense ratio is 0.24%.