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?

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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.

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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.

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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.

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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.

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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.

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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

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