Joel M. Shulman Ph.D., CFA

Platforms for Institutional Investors

Entrepreneurs ETF (ENTR)

US Small Cap Mutual Fund (IMPAX)

Global Mutual Fund (ENTIX)

More Information

LPL Financial LLC

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All ERShares Mutual Funds are available through an LPL advisor relationship.

Matrix Trust Company (MSCS/MG Trust/Broadridge)

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All ERShares Mutual Funds are available to Matrix Trust affiliates.

Pershing

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All ERShares funds are available through Pershing affiliates, broker-dealers & RIAs.

SEI Private Trust Company

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All ERShares Mutual Funds are available to SEI Private Trust Company affiliates.

Sentinel Securities, Inc.

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The ERShares US Small Cap Fund (IMPAX) and ERShares US Large Cap Fund (IMPLX) is available on the Sentinel platform and ERShares has other Mutual Funds distribution agreements with Sentinel Securities, Inc.

UBS Financial Services, Inc.

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All ERShares ETFs and the ERShares US Small Cap Fund (IMPAX) are available on the UBS plaform to investors with a UBS account.

Wells Fargo Clearing Services, LLC

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The ERShares US Large Cap Fund (IMPLX) is available to Well Fargo affiliates and ERShares has other Mutual Funds distribution agreements with Wells Fargo Clearing Services, LLC.

Advisor Group

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ERShares has Mutual Funds distribution agreements with the Advisor Group.

Ameriprise

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ERShares has Mutual Funds distribution agreements with Ameriprise .

Benefit Trust Company

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ERShares has Mutual Funds distribution agreements with the Benefit Trust Company.

Hand Securities, Inc.

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ERShares has Mutual Funds distribution agreements with Hand Securities, Inc.

Reliance Trust Company

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ERShares has Mutual Funds distribution agreements with the Reliance Trust Company.

Saturna Brokerage Services, Inc.

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ERShares has Mutual Funds distribution agreements with Saturna Brokerage Services, Inc.

Winslow, Evans & Crocker, Inc.

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ERShares has Mutual Funds distribution agreements with Sentinel Securities, Inc.

Sawtooth

SMA

Sawtooth offers its affiliates access to the ERShares Small Cap, ERShares Mid Cap, ERShares Large Cap, ERShares Entrepreneur 30/Pure Strategies.

Joel M. Shulman Ph.D., CFA

Investment Solutions

Why ERShares

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Why ERShares

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Entrepreneurial Disruption

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ESG

InsightER

Research Articles

Webinars/Podcasts

Peer Reviewed Publications

Videos

Entrepreneurs on the Rise

ERShares Difference

Leadership Team

Media

Investor Resources

Diversity & Inclusion

Careers

Contact Us

Why ERShares

Entrepreneur Factor®

Entrepreneurial Disruption

Global Investing

ESG

InsightER

Research Articles

Webinars/Podcasts

Peer Reviewed Publications

Videos

Entrepreneurs on the Rise

ERShares Difference

Leadership Team

Media

Investor Resources

Diversity & Inclusion

Careers

Contact Us

Entrepreneur Factor^®