Providing Financial Advisors & Plan sponsors
transformative investment strategies
ERO exists to support Financial Advisors with advanced tools which help them have better conversations, offer a more accurate investment experience, and grow assets.
Because we believe that good financial wellbeing is essential for all Americans.
This is why we built ERO – to provide an intuitive and powerful platform which allows a Financial Advisor to focus more on improving their client’s financial position based on their personal goals.
By providing Advisors with one simplified and intelligent digital platform, we are proud to help transform firms into a more relevant, effective and efficient financial powerhouse.
ERO also helps build more confidence in financial advisory services and protects an Advisor's fiduciary responsibility.
At ERO, we use applied scientific research, mathematical algorithms and an award-winning approach to
strengthen the investment process in a way that eliminates guesswork and improves investor performance.
This establishes a valuable long-term relationship between Financial Advisors and Investors.
Our Values + Team
We are dedicated to protecting the fiduciary responsibility of Financial Advisors.
ERO achieves this by replacing emotional subjectivity (i.e risk tolerance questionnaires) with superior objective analytics (i.e. financial goals).
By focusing on understanding the real goals of people and using a statistical model to produce better results, the Financial Advisor has a more accurate and client-driven way to act as a trustworthy agent on behalf of the client.
ERO is spearheaded by seasoned investment consultants -
Jim Kaffen - President & Founder
John Appleby - Partner & Co-Founder
We partner with experienced investment professionals who are committed to the highest quality of service.
These include Registered Investment Advisors (RIAs), Family Offices, Broker/Dealers,
Mutual Fund Companies, Consultants and an exclusive group of Plan Sponsors.
book a time to talk
Talk to us and learn how ERO can help you access a better way to
eliminate investment uncertainty and grow assets.