ERShares helps Financial Advisors grow their business
ERShares believes in a team effort. We will work with you to help build your practice. Our fiduciary relationship will be with you, the Financial Advisor, but if you would like us to meet or speak with you and your key clients, we will be happy to do so.
Partnership
How can ERShares help grow your business?
Accessibility
Easy to reach. We do not operate in a slow, bureaucratic manner. We have a young, energetic group that works efficiently when you need them. When you call or email us, we will be very responsive and help you.
Grow Your Firm
Take your business to the next level. At ERShares, we are more than a money management firm. We realize that the best way for us to grow our business is to help you grow yours.
Exciting New Style
Advisors participate in a new approach to money management. Our company orientation builds on the theme of entrepreneurial practice, from our method of conducting business to the corporate equities we buy.
Unique Strategy
A differentiated product separates you from others. ERShares has created a new style of investment management. It has a strong performance track record and intuitive appeal to successful clients.
Why ERShares
The ERShares Difference
- Thought leadership in many areas, including global investment style and ESG or impact investing
- ERShares proprietary research
- Proprietary Entrepreneur Factor® model
- Investment process powered by thematic research
- Dedication to effective, low-cost solutions for advisors and their clients
- Strong ESG principles
Investment products
Products focused on entrepreneur leaders
ERShares provides products that offer different solutions for every investor. We provide a range of exchange traded funds (ETFs) and mutual funds.
Mutual Funds
ERShares offers three different mutual funds. Each fund shares the common characteristic of sustainable high growth in entrepreneurial companies.
ExploreExchange-Traded Funds
ERShares has rules-based exchange-traded funds (ETFs) that invest in entrepreneurial publicly traded U.S. large cap equities.
ExploreClient relationships
Strengthen your client relationships
ERShares helps advisors provide a one-of-a-kind investment strategy, strong, cost efficient solutions, and an entrepreneurial edge to seal a long-term bond with their clients.
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Leadership Team
A small team for efficient collaboration
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