Elm Wealth Launches ELM Market Navigator ETF (NYSE: ELM)
Slice of Finance Team
02/18/2025
Key Highlights:
- Elm Wealth launches ELM Market Navigator ETF (NYSE: ELM) with $362M in assets, making it 2025’s most well-capitalized ETF.
- Dynamic Index Investing® strategy enables risk-adjusted portfolio shifts in response to market conditions.
- Expense ratio of 0.24%—less than half the Morningstar Global Allocation category average.
- Converted from a private fund, offering broader investor access to tax-efficient, systematic investing.
- Available through major brokerage firms like Schwab, Fidelity, E*Trade, Robinhood, and SoFi.
Source: Business Wire
Quotes
“ "We believe a sound investing approach should be eyes-open and responsive to varying risks and returns, which is why we created Dynamic Index Investing®." ”
Victor Haghani, Founder at Elm Wealth
Why This Matters:
Elm Wealth’s launch of the ELM Market Navigator ETF (NYSE: ELM) represents a significant shift in accessible, dynamic investment strategies. With $362M in assets and a low-cost structure, ELM brings institutional-quality portfolio management to everyday investors. By converting from a private fund to an ETF, Elm Wealth democratizes tax-efficient, responsive investing—a move that could reshape how investors think about long-term wealth growth.
