Joel M. Shulman Ph.D., CFA

Investment Solutions
- - - By Product Type
    - ETF
    - Mutual Fund
      - ENTIX
    - ER30TR Index
      - ER30TR Index
  - - By Investor Type
    - Individual Investors
    - Financial Advisors
    - Institutional Investors
InsightER
- - - InsightER
      
      Venture Capital Research for Public Markets
- - - Videos
      
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  - - Insights
      
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  - - SpaceX & XOVR
      
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Why ERShares?
- - - Why ERShares
      
      We believe that the “ERShares Advantages” as represented below are compelling reasons why investors have trusted and invested in ERShares for more than 15 years.
- - - VC-Style Investment Framework
      
      ERShares believes in the power of the Entrepreneur Factor^® which has shown to be one of the most effective strategies in over the last 20 years.
      
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  - - Innovation at Scale
      
      ERShares ensures that the right technology is matched with the right leader. Innovation is key to future growth and when it is led by the best entrepreneurial minds it gives long-term results.
      
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  - - Global Investing
      
      ERShares provides investment solutions to diversify your portfolio globally by giving exposure to entrepreneurial companies from around the world.
      
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- - - VC-Style Investment Framework
About Us
- - - ERShares Difference
      
      We invest in the most innovative and entrepreneurial stocks from around the world.
      
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  - - Leadership Team
      
      A passionate and diverse set of people who are highly efficient and well-connected.
      
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  - - Investor Resources
      
      Get detailed reports about our fund performance.
      
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- - - Diversity & Inclusion
      
      Careers
      
      Contact Us
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Platforms for Retail Investors	Entrepreneur Private-Public Crossover ETF (XOVR)	Global Mutual Fund (ENTIX)
Charles Schwab	√	√
E-Trade	√	√
Fidelity	√	√
Interactive Brokers	√	√
Robinhood	√	√
TD Ameritrade	√	√
Pershing	√	√
Wells Fargo Clearing Services, LLC	√	√
JP Morgan	√	√
Samsung Securities	√	√
WeBull	√	√
Futu	√	√
Freedom24	√	√
Stifel	√	√

Platforms for Institutional Investors	Entrepreneur Private-Public Crossover ETF (XOVR)	Global Mutual Fund (ENTIX)
LPL Financial LLC		√
Matrix Trust Company (MSCS/MG Trust/Broadridge)		√
Pershing	√	√
SEI Private Trust Company	√	√
Sentinel Securities, Inc.		√
UBS Financial Services, Inc.	√	√
Wells Fargo Clearing Services, LLC		√
Advisor Group		√
Ameriprise		√
Benefit Trust Company		√
Hand Securities, Inc.		√
Reliance Trust Company		√
Saturna Brokerage Services, Inc.		√
Winslow, Evans & Crocker, Inc.		√
Sawtooth	SMA	SMA
Samsung Securities	√	√
JP Morgan	√	√
Futu	√	√
Freedom24	√	√
Stifel	√	√

InsightER

Videos

Insights

SpaceX & XOVR

Why ERShares

VC-Style Investment Framework

Innovation at Scale

Global Investing

ERShares Difference

Leadership Team

Investor Resources

Diversity & Inclusion

Careers

Contact Us