Outsourced portfolio solutions for institutional investors
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.
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.
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]