For Financial Advisors
ERShares helps Financial Advisors grow their business
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.
How can ERShares help grow your business?
Accessibility
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.
Grow Your Firm
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.
Exciting New Style
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.
Unique Strategy
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.
The ERShares Difference
- Thought Leadership in many areas (e.g. global investment style & ESG investing/Impact)
- ERShares proprietary research
- Proprietary Entrepreneur Factor® Model
- Investment Process powered Thematic Research
- Dedication to effective, low-cost solutions for Advisors & their clients
- Strong ESG Principles
Investment Products focused on Entrepreneur Leaders
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.
Mutual Funds
ERShares offers three different mutual funds. Each fund share the common characteristic of sustainable high-growth in Entrepreneurial companies
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Exchange-Traded Funds
ERShares has rules-based Exchange-Traded Funds (ETFs) that invests in Entrepreneurial publicly-traded U.S. Large Cap equities.
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Separately Managed Account
ERShares provides low cost solutions for investors to participate directly into Entrepreneurial publicly-traded model portfolios.
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“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.”
Strengthen your client relationships
- ERShares Propriteary Materials
- Entrepenurial orientation
- Innovative seminars and leading-edge content
- Differentiated, client-focused advice
- Advisor spotlight program
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Leadership Team
A small team for efficient collaboration
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