Elm Wealth Launches ELM Market Navigator ETF (NYSE: ELM)

Author

Slice of Finance Team
18 Feb

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

Notable Quotes:

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"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
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"The comfort of knowing your portfolio responds to changing markets allows people to maintain greater equity exposure than with a static allocation."

James White, CEO 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.