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Elm Partners founded by Victor Haghani in 2011 an online investment manager offers HNW clients Active Index Investing for a 0.12% pa fee. AUM $668mm.

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CONTACTS AT ELMFUNDS.COM

Victor Haghani

PO B●●●●1417

Wi●●on , WY, 83014

US

1.30●●●●0167
vi●●●●@elmpartnersam.com

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Victor Haghani

PO B●●●●1417

Wi●●on , WY, 83014

US

1.30●●●●0167
vi●●●●@elmpartnersam.com

View this contact

Victor Haghani

PO B●●●●1417

Wi●●on , WY, 83014

US

1.30●●●●0167
vi●●●●@elmpartnersam.com

View this contact

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Elm Partners founded by Victor Haghani in 2011 an online investment manager offers HNW clients Active Index Investing for a 0.12% pa fee. AUM $668mm.
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Home - Elm Funds | elmfunds.com Reviews

https://elmfunds.com

Elm Partners founded by Victor Haghani in 2011 an online investment manager offers HNW clients Active Index Investing for a 0.12% pa fee. AUM $668mm.

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elmfunds.com elmfunds.com
1

Elm | Invest With Us

https://elmfunds.com/invest

For US investors we offer seperately managed accounts at Fidelity. $300k minimum investment. 0.12% management fee. Open a new account or transfer an existing Fidelity account to us. Open a new acount. If you'd prefer to invest in one of our funds, are based outside of the US, or wish to discuss other investment options please fill out the contact form to the right and someone will be in touch. For more information on the investment structures we offer, visit our FAQs. None of the above.

2

Elm | Frequently Asked Questions

https://elmfunds.com/faq

Does Elm Partners provide investment management services? Yes, we do. US investors can invest either in a private fund or in their own individual Separately Managed Account at Fidelity. We can handle both taxable investments and tax advantaged accounts, such as IRAs. If you are not sure whether the fund or an SMA would be more appropriate for you, please click here. For the relative benefits of each. Can I invest with Elm Partners? What are the mechanics of Elm Partners’ asset allocation? Each of our str...

3

Elm | Intelligent investing

https://elmfunds.com/index

A portfolio as smart as you are. Our average investor trusts us with more than $1million of their assets. A managed account held in your name at Fidelity, with daily liquidity and full client access. Sign up online. 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. Low-cost passive investing outperforms investment advisors charging higher fees, but Elm’s dynamic strategy did even better. Peer Group A...

4

Elm | Investor Reports

https://elmfunds.com/reports

Our reports are for investors only. You can learn more about investing with us here.

5

Elm | Intelligent investing

https://elmfunds.com/index.html

A portfolio as smart as you are. Our average investor trusts us with more than $1million of their assets. A managed account held in your name at Fidelity, with daily liquidity and full client access. Sign up online. 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. Low-cost passive investing outperforms investment advisors charging higher fees, but Elm’s dynamic strategy did even better. Peer Group A...

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Home - Elm Funds

The Best of Active and Passive Management. Built with index funds and ETFs. Management fee of 0.12% / year. Your own Account at Fidelity. Daily liquidity and full access. Founder and CIO,. We do it all for. Take the next step. Download our investor presentation or invest with us online. And ADV Part 2A2B (including our Privacy Policy). Complete the form below to receive our investor presentation. This field is for validation purposes and should be left unchanged. 2018 Elm Partners Management LLC.

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