Active Index InvestingĀ®

Combining the Best of Passive and Active Management

Your Account

Your account at Fidelity, with daily liquidity & full access. $300,000 minimum. Sign up online.

Efficient

Globally diversified balanced portfolio built with select index funds and ETFs. Tax aware by design. Our 0.12% pa fee is one of the lowest in the industry.

Responsive

A simple algorithmic approach to portfolio management. Responsive to investor sentiment and asset valuation, reducing common human biases.

Take the next step

Download our full investor presentation or invest with us online.

 

Elm Partners’ Funds are available only to accredited investors. The content of this website and related materials are not intended to solicit investment, but rather to elicit discussion and exploration of better ways to invest. The contents of this website do not comprise an offering document. Neither historical simulations nor past return performance are necessarily indicative of future returns. Elm Partners Management LLC is an investment advisor registered with the SEC. Here are the most recent copies of our Form ADV Part 1Ā and ADV Part 2A2B (including our Privacy Policy)