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ERShares

By Investor Type

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ERShares Investor Solutions

Whether you are an individual investor, a financial advisor building client portfolios, or an institutional allocator, ERShares offers solutions tailored to your needs. Our products are designed around the proprietary Entrepreneur Factor, giving every investor type access to entrepreneurial companies at inflection points.

For Individual Investors

Individual investors can access the XOVR ETF through any brokerage account with no minimums and daily liquidity. XOVR provides a unique blend of public innovators and select private company exposure in a single, transparent fund. The ENTIX Mutual Fund offers a globally diversified entrepreneurial strategy for those seeking broader international allocation.

For Financial Advisors

Financial advisors benefit from dedicated support, model portfolio tools, and research resources to help position ERShares investor solutions within client accounts. Our team works closely with advisory firms to provide educational materials, performance attribution data, and custom allocation guidance. Contact us for advisor-specific resources.

For Institutional Investors

Institutional investors can explore custom allocations, separately managed accounts, and our full research capabilities. The Entrepreneur Factor methodology has been refined over 20+ years of quantitative analysis, making it a compelling complement to traditional institutional portfolios. Visit NASDAQ for live XOVR pricing and market data.

ERShares investor solutions for all investor types

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