Victor Haghani

About Victor Haghani

What happens when a former hedge fund manager sets out to find a sensible, cost-effective way to invest his family’s wealth? I wanted a simple, intelligent, and efficient investment solution that would help me keep the majority of my family’s wealth comfortably invested in equities over long periods of time. I wasn’t satisfied with the options on offer, so I founded Elm Wealth in 2011 to manage my family’s capital. I hope it will serve my children and grandchildren so they won’t have to spend their valuable time managing and monitoring their savings. My team and I currently serve over 600 families, managing over $2.5 billion dollars of their wealth with an emphasis on diversification, low fees, and tax efficiency. Our clients are primarily High-Net-Worth individuals and families, sophisticated and realistic, and a significant fraction are current or former finance professionals like me. Our investment approach, which we call Dynamic Index Investing®, combines what we believe are the most attractive features of low-cost index funds and active management- For more on me and Elm Wealth: elmwealth.com- Subscribe to our free newsletter: elmwealth.com/subscribe/- Request a copy of my book “The Missing Billionaires: A Guide to Better Financial Decisions”: https://elmwealth.com/book-request/- Careers at Elm: https://elmwealth.com/about-elm/careers/Elm Partners Management, LLC (“Elm Wealth”) is a registered investment advisor. Elm Wealth provides investment advisory and related services for clients nationally. Elm Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://elmwealth.com/.

Experience

1. Founder

   Elm Wealth

   Dec 2007 — Present

   Elm helps investors comfortably maintain significant exposure to global markets through systematic, rules-based portfolio management. We provide sophisticated investors with transparent, low-cost investment solutions focused on long-term success.Learn more here: https://elmwealth.com/

Education

• The London School of Economics and Political Science (LSE)

  Bachelor of Science (BSc), Economics

  1980 — 1984

Skills

• Financial Modeling
• Hedge Funds
• Portfolio Management
• Capital Markets
• Asset Management
• Investment Management
• Trading
• Investment Banking
• Alternative Investments
• Equities
• Fixed Income
• Wealth Management
• Derivatives
• Investments