How can EntrepreneurShares help grow your business?

  • We offer a differentiated investment strategy.
  • Historical track record provides solid support.
  • EntrepreneurShares team is accessible to you.
  • Entrepreneurial approach has intuitive appeal with receptive audience.

EntrepreneurShares Supports Your Practice

EntrepreneurShares believes in a team effort. We will work with you to help you 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.

Unique Strategy

Differentiated product separates you from others

EntrepreneurShares has created a new style of investment management. It has a strong performance track record and intuitive appeal to successful clients.


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.


Take your business to the next level

At EntrepreneurShares, we are more than simply a money management firm. We realize that the best way for us to grow our business is to simultaneously help you grow yours.


of money management

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.


  • Our Entrepreneur conferences and workshops
  • Thought leader in many areas (e.g. investment style and ESG/Impact)
  • EntrepreneurShares proprietary research
  • Innovative methodology and investment practice
  • Dedication to effective, low cost solutions for Advisors and their clients
  • Entrepreneur social and networking events
  • Client referrals directed to you

Cement Your Client Relationships

  • EntrepreneurShares proprietary materials
  • Entrepreneurial orientation
  • Innovative seminars and leading edge content
  • Differentiated, client-focused advice
  • Advisor spotlight program

"We help 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."

— Joel M. Shulman Ph.D., CFA — Founder & Managing Director

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