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Victor Haghani

Founder & CIO of Elm Wealth | High-Net-Worth Wealth Advisor | Originator of Dynamic Index Investing® | Salomon Brothers | LTCM

Victor Haghani is the Founder and Chief Investment Officer (CIO) of Elm Wealth, a technology-based online investment company focused on providing intelligent solutions for sophisticated investors.1 He has over 40 years of experience in financial markets and is known for his innovative approaches to wealth management.4

Key points about Victor Haghani:

  1. Career highlights:

    • Founded Elm Wealth in December 20071
    • Co-founding partner of Long-Term Capital Management (LTCM) in 19933
    • Managing Director at Salomon Brothers from 1984 to 199313
  2. Education:

    • Bachelor of Science in Economics from the London School of Economics and Political Science (LSE)13
  3. Recent achievements:

    • Co-authored "The Missing Billionaires: A Guide to Better Financial Decisions" with James White4
    • Launched the Elm Market Navigator (NYSE: ELM) ETF in February 2025, implementing his Dynamic Index Investing® strategy2
  4. Investment philosophy:

    • Advocates for a research-driven, cost-effective approach to wealth management5
    • Developed the Dynamic Index Investing® strategy, which aims to maximize risk-adjusted returns through a globally diversified portfolio that adapts to changing market conditions2

Haghani's expertise in quantitative finance and his commitment to evidence-based investment strategies have made him a notable figure in the wealth management industry.5

Highlights

Feb 13 · elmwealth.com
About Elm: How We Invest
Feb 12 · businesswire.com
Elm Wealth Launches Dynamic Index Investing® ETF with Industry ...
Dec 9 · youtube.com
EPISODE 194: Victor Haghani, Founder and CIO, Elm Partners
EPISODE 194: Victor Haghani, Founder and CIO, Elm Partners
Apr 2 · morningstar.com
Victor Haghani: Lessons From the Missing Billionaires - Morningstar
Jul 6 · en.wikipedia.org
Victor Haghani - Wikipedia
Jan 1 · elmfunds.com
Elm Wealth

Related Questions

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Victor Haghani
Victor Haghani, photo 1
Victor Haghani, photo 2
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Location

Wilson, Wyoming, United States