The savvy of the big investment firms.
The personal service of a family business.
ELM Advisors has the investment know how of the financial giants. Because that’s our background. We’re Lorne Abramson and Elana Lieberman, the principals of ELM Advisors. We started as securities analysts, evaluating investments for both institutional and private clients. Eventually, we both also became portfolio managers.
Later, we had the idea to combine the resources of the major firms in a much more personal way. So we joined with Elana’s father Mark at Smith Barney and together we formed the ELM Group, named for our initials. In 2005, we decided we could focus more directly on our clients’ needs by being independent, so we left and formed ELM Advisors.
Today, we’re married and have two children, Alec and Molly. We think that’s almost as important as our 40 collective years of experience in portfolio management, securities analysis and financial planning. Because being a family ourselves helps us truly understand the financial challenges you and your family face every day.