Elm
Strategies

The Global Balanced strategy is designed to handle large fractions of your liquid wealth.  It's a dynamic strategy which algorithmically adjusts the level of equity and bond exposure based on a combination of risk and excess-return metrics. You can read more about the investment methodology here.

Global Balanced Strategy

Our approach prioritizes global diversification, cost and tax efficiency, the significant use of equities, and consistent investment sizing decisions. Global Balanced is Elm’s flagship strategy and the one we recommend for those who want a fully delegated dynamic solution.

Whatever type of account you choose, our fee is always just 0.12% per year (just 1 basis point per month).

Separately Managed Accounts

Offered to US-taxable investors with custody through Fidelity or Charles Schwab. SMAs are maintained under the client’s name and control, with trading access granted to Elm.

SEPARATELY MANAGED ACCOUNT

Allocation Summary

For taxable brokerage accounts.

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SEPARATELY MANAGED ACCOUNT

Allocation Summary

For tax-advantaged accounts such as IRAs.

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SEPARATELY MANAGED ACCOUNT

Allocation Summary

For US-taxable investors residing in the UK.

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Private Funds

Available for certain US investors and our global investor family. These are pooled investment vehicles that are administered by a third-party provider, with Elm as the investment manager.

PRIVATE FUND

Allocation Summary

Primarily for investors with tax domiciles outside of the US.

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Looking for something else?

Most of our investors prefer our Global Balanced strategy. However, for those seeking our rules-based approach in a different style, we offer alternative options, including an All-Equity Strategy and a Sector Strategy. Fully customized portfolios are available from $10 million.

FOR MORE DETAILS, DOWNLOAD OUR INVESTOR PRESENTATION

FOR MORE DETAILS, DOWNLOAD OUR INVESTOR PRESENTATION

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Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Elm Partners (“Elm”). Fidelity is a service provider to Elm. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Elm and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 830247.3.0

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Baseline Weights: The Baseline defines the strategy's 'average' asset allocation over a long period of time, and serves as the reference point for Long-Term and Trend deviations. The Baseline represents the asset-allocation that a prospective investor would choose were they seeking a static strategy. See here for more information about the Baseline construction methodology.

Target Weights:The target weights used in the periodic portfolio rebalancing. Portfolios may not be rebalanced exactly to target, as Elm's execution engine tries to find a parsimonious set of trades which get as close as possible to target weights while also minimizing transaction costs, tax costs, etc.

Target Weight Breakdown:

Expected Return Metric:

Risk Metric:

Disclaimer

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 (“Fidelity”) is an independent company, unaffiliated with Elm Partners (“Elm”). Fidelity is a service provider to Elm. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Elm and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 830247.3.0

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