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.
We partner with advisors who share our entrepreneurial spirit and desire to build their business. Our Entrepreneurial approach strongly appeals to advisors’ most successful clients who themselves may be accomplished entrepreneurs.
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.
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.
AccessibilityEasy 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 FIRMTake 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.
EXCITING NEW STYLEof 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
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