Verified
Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm. Victor discussed the potential benefits of combining the best features of passive and active investing in a TEDx talk he gave on investing, Where Are All the Billionaires and Why Should We Care?. Victor has been a prolific contributor to the academic and practitioner finance literature, writing many articles published in peer-reviewed academic journals, anthologies, and mainstream news media. Victor has helped run several widely referenced investor psychology experiments, often based on subjects betting real money on uncertain, positive edge opportunities (Coin Flip game and Crystal Ball challenge). He is a co-author of The Missing Billionaires: A Guide to Better Financial Decisions (Wiley, 2023), which was named to The Economist’s Best Books of 2023 list.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/03/2019 - Present
ELM Partners Management LLC (PHILADELPHIA PA)
NA
04/23/1985 - 04/21/1993
SALOMON BROTHERS INC.
IA
Issued 06/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/29/1985
Series 5 - Interest Rate Options Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Victor Haghani is the right advisor for you? Invested Better is here to help.