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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.
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 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.
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 conduction business to the corporate equities we buy.
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.
ERShares provides products which provides different solutions for every investor. We provide a range of exchange traded funds (ETFs), mutual funds, and separately managed accounts.
ERShares offers three different mutual funds. Each fund share the common characteristic of sustainable high-growth in Entrepreneurial companies
ExploreERShares has rules-based Exchange-Traded Funds (ETFs) that invests in Entrepreneurial publicly-traded U.S. Large Cap equities.
ExploreERShares provides low cost solutions for investors to participate directly into Entrepreneurial publicly-traded model portfolios.
Explore“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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Platforms for Retail Investors | Entrepreneur Private-Public Crossover ETF (XOVR) | Global Mutual Fund (ENTIX) | More Information |
Charles Schwab | √ | √ | All ERShares Funds are available. |
E-Trade | √ | √ | All ERShares Funds are available. |
Fidelity | √ | √ | All ERShares Funds are available. |
Interactive Brokers | √ | √ | All ERShares Funds are available. |
Robinhood | √ | √ | All ERShares Funds are available. |
TD Ameritrade | √ | √ | All ERShares Funds are available. |
Platforms for Institutional Investors | Entrepreneur Private-Public Crossover ETF (XOVR) | Global Mutual Fund (ENTIX) | More Information |
LPL Financial LLC | √ | All ERShares Mutual Funds are available through an LPL advisor relationship. | |
Matrix Trust Company (MSCS/MG Trust/Broadridge) | √ | All ERShares Mutual Funds are available to Matrix Trust affiliates. | |
Pershing | √ | √ | All ERShares funds are available through Pershing affiliates, broker-dealers & RIAs. |
SEI Private Trust Company | √ | √ | All ERShares Mutual Funds are available to SEI Private Trust Company affiliates. |
Sentinel Securities, Inc. | √ | 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. | √ | √ | 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 | √ | 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 | √ | ERShares has Mutual Funds distribution agreements with the Advisor Group. | |
Ameriprise | √ | ERShares has Mutual Funds distribution agreements with Ameriprise . | |
Benefit Trust Company | √ | ERShares has Mutual Funds distribution agreements with the Benefit Trust Company. | |
Hand Securities, Inc. | √ | ERShares has Mutual Funds distribution agreements with Hand Securities, Inc. | |
Reliance Trust Company | √ | ERShares has Mutual Funds distribution agreements with the Reliance Trust Company. | |
Saturna Brokerage Services, Inc. | √ | ERShares has Mutual Funds distribution agreements with Saturna Brokerage Services, Inc. | |
Winslow, Evans & Crocker, Inc. | √ | ERShares has Mutual Funds distribution agreements with Sentinel Securities, Inc. | |
Sawtooth | SMA | SMA | Sawtooth offers its affiliates access to the ERShares Small Cap, ERShares Mid Cap, ERShares Large Cap, ERShares Entrepreneur 30/Pure Strategies. |
We are continuously working on increasing the availability of ERShares products on all platforms. If you do not see the funds or platforms you are interested in on this list, please reach out through the Contact Us page and we will make it a priority to have the funds you are interested in on the platform you want to invest on. Note: The ERShares ETF and Mutual Funds are listed on the Nasdaq Exchange. Thus, all platforms that can access Nasdaq listed stocks, products, ETFs, or Mutual Funds should be able to access the ERShares ETF and Mutual Funds.
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