Navigate Markets with Dynamic Index Investing®
Elm Market Navigator ETF aims to capture global equity market returns through an actively managed portfolio of index ETFs. By dynamically adjusting portfolio allocations in response to changing market opportunities and risk environments, we believe Elm may deliver higher long-term returns with lower risk compared to a static asset allocation.
Is Your Portfolio Built to Last?
Markets change, but most portfolios don't. We believe your portfolio should keep pace. The Elm Market Navigator ETF combines the most attractive elements of passive and active investing.
Evolving Exposure
Portfolio weightings evolve as markets change, responding to both evolving risk and opportunity.
Quantitative Precision
Transparent, research-backed signals guide portfolio changes and allocation shifts.
Adaptive Exposure to Equities
Maintain a higher long-term average investment in equities with Elm systematically managing exposure.
Passive at Its Core,
Active Where It Counts
The Elm Market Navigator ETF combines elements of passive and active investing. Built on a foundation of low-cost index ETFs, the fund applies Dynamic Index Investing®, a rules-based approach that adjusts to changes in expected returns and risk levels. This strategy aligns portfolio exposure with changing market conditions, balancing growth potential and risk management.
Portfolio building blocks of highly liquid, low-cost index ETFs
Rules-based framework to dynamically respond to the shifting attractiveness of major markets
The Elm Market Navigator ETF
Built to Adapt to a Changing Risk-Return Balance
Dynamic Asset Allocation
The fund uses Elm’s rules-based Dynamic Index Investing® methodology to adjust portfolio allocations based on changing risk and return conditions, helping to balance opportunities with the reality of potential risks.
Globally Diversified Portfolio
The fund invests in highly liquid, low-cost index ETFs to provide broad exposure across global markets.
Explore the Elm Approach
Discover how Dynamic Index Investing® blends efficiency, adaptability, and data-driven strategies to tackle today’s market complexities.
Expected Return and Risk
The fund evaluates asset classes using expected risk premiums and risk signals.
Take the Next Step
Discover how the Elm Market Navigator ETF combines innovative, rules-based asset allocation with cost-efficient management.
A Research-Driven Approach to Wealth Management
Founded in 2011, Elm Wealth combines global diversification, cost and tax efficiency, and adaptive strategies through Dynamic Index Investing®. Backed by decades of experience, we provide a transparent, systematic approach to help clients navigate today’s evolving markets. Featured in:
Meet Our team
Victor Haghani and James White are the visionaries behind Elm Wealth, bringing decades of experience in quantitative finance and a commitment to evidence-based investment strategies.
Victor Haghani has 40 years' experience working and innovating in financial markets. He began at Salomon Brothers in 1984, becoming Managing Director in the bond-arbitrage group, and in 1993 became a cofounding partner of Long-Term Capital Management (LTCM). In 2011, he established Elm Wealth to help clients manage and preserve wealth through thoughtful, research-driven strategies that go beyond investment management to broader financial decision making.
James White has spent two decades working in finance, covering the gamut of quantitative research, market-making, investing, and wealth management. He is the CEO of Elm Wealth, and previously has held research, trading, and executive roles at PAC Partners, Citadel, and Bank of America.
Jerry Bell has spent over a decade at the intersection of finance, technology, and investment management. He is currently the CCO at Elm Wealth, where he oversees client relationships, partnerships, and marketing. Previously, he held leadership roles at VidMob, an applied-AI company in advertising technology, and was a member of the founding team. Prior to that, Jerry worked at JPMorgan within the Asset Management division.
Elm Wealth's commitment to transparency and investor education is reflected in notable publications, reference Research and Publications on Elm Wealth to learn more.
When you choose Elm Wealth, you’re partnering with a team dedicated to evidence-based strategies, academic rigor, and your financial success.