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.
That’s where Elm began
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.
Talk to Elm
At Elm, we believe we offer something better:
Learn more about Elm and start managing your wealth for the long run.