Providing Financial Advisors with
better investment strategies

Our Belief

ERO exists to support Financial Advisors with advanced tools which help them have better conversations with clients and offer a more accurate investment experience.

WHY?

Our Goal

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 clients. 


Our Values

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.

Our Partners

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 and Consultants.

LET'S DISCUSS YOUR GOALs

Discover how ERO can help you unlock a better way to access more clients and revenue through a goal-based approach.