A complete list of active advisors currently associated with Elm Asset Management Inc.

Warmer can help you find a great advisor at Elm Asset Management Inc. or one who fits your needs even better.

ELM Asset Management provides discretionary investment management to individuals, trusts, estates and charitable entities through separately managed accounts. The firm operates on a fee-only, percentage-of-AUM basis and generally requires a $250,000 account minimum (which it may waive), delivering account-level ownership rather than pooled vehicles. Portfolios are constructed using a blend of analysis methods (charting, fundamental and technical analysis) and implemented via two core approaches: an actively traded growth strategy driven by an equity relative-value and market-timing model, and a more moderate income strategy focused on income-producing securities. The firm’s listed investment tools include exchange-listed and OTC securities, corporate debt, mutual funds and option contracts, and client accounts are reviewed periodically. Notable distinctions include the firm’s small, owner-operated scale—two advisors managing roughly $5.9 million in discretionary AUM for a limited client base—which results in highly individualized account management. Also uncommon among peers, ELM employs derivatives (options) and uses borrowing within separately managed accounts, and it relies on a Schwab custody/clearing relationship that supports block trading and direct account execution.

To learn more about the advisors currently working at Elm Asset Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.