Dynamic Index Investing
We believe maintaining a high level of equity exposure over a prolonged period makes sense for most investors. We built Elm to help our families and yours comfortably and efficiently stick with a significant allocation to stocks through all kinds of economic and market conditions.
We’ve made everything we do completely transparent so you can decide about our methods and reasoning for yourself. If our thinking resonates with you, we’d love to talk with you about your investing and how we can help.
Wishing you happy investing!
Take the next step:
Invest now, schedule a call with us, or view our investor presentation.
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 1, ADV Part 2A2B and Form CRS.
Fidelity Investments is an independent company, unaffiliated with Elm Partners. Fidelity Investments is a service provider to Elm Partners. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Elm Partners and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. [eReview number 830247.2.0].