Victor Haghani

Victor Haghani, a former hedge fund manager, embarked on a quest to find a practical and cost-effective approach to investing his family's wealth. Frustrated with the available options, he established Elm Wealth in 2011 to oversee his family's financial resources, aiming to create a sustainable investment strategy for future generations. With a focus on equities, diversification, low fees, and tax efficiency, Victor and his team cater to over 400 families, managing more than $1.5 billion in assets. The clientele includes High-Net-Worth individuals, with a portion having backgrounds in finance. Elm Wealth's investment methodology, termed Dynamic Index Investing®, integrates the benefits of low-cost index funds and active management.