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Outsourced Portfolio Solutions for Institutional Investors

Fair Fees

We charge a flat annual management fee of 0.12%.

Held at Fidelity

We offer Separately Managed Accounts with full client access and daily liquidity.

Custom Built

Use your institution’s Strategic Asset Allocation or use one of Elm’s risk-based Model Portfolios.

Our Dynamic Asset Allocation Philosophy

Return chasing is one of several behavioral biases that leads to short-term momentum and long-term mean reversion in asset prices. We use simple measures of value and momentum to efficiently adjust your portfolio, which we believe will result in better long-term risk-adjusted returns, and greater confidence in how your portfolio is managed.

Choose from one of our risk-based model portfolios, or design your own Strategic Asset Allocation.

Model Portfolio #1

Model Portfolio #2

Model Portfolio #3

See our research on return chasing here, and our research on value and momentum applied at the asset class level in our paper in the Journal of Portfolio Management here.


Learn more about Elm for your institution

Schedule a call to discuss how Elm could work for your institution.

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