ERO Calculator

Use the world’s most rigorous analytics To build return-driven investment strategies

Use the ERO Calculator to determine the optimal investment strategy to meet an investor’s goals (i.e. retirement, net worth, passive income, travel, healthcare). 

The ERO Calculator is internationally applicable and uniquely adjusts equity exposure to determine the optimal investment returns required to achieve an investor’s financial goal.

The calculator’s flexibility makes it easy to navigate quarterly and yearly investment adjustments.

TRY it now to see how easy it is to determine the right investment strategy for your clients and prospects.

Step 1 – Enter your prospect’s current age

Step 2 – Enter their total annual income

Step 3 – Enter the value of their current investable assets

Step 4 – Determine their goal:   Retirement  or Build Net Worth (i.e build assets to a specific amount to achieve goals like travel, education, healthcare, etc).

Step 5 – Enter the goal parameters:

  • For Retirement, enter their ideal retirement age, monthly contributions, estimated retirement expenses, and life expectancy.
  • For Build Net Worth, enter the age they want to achieve their goal, target net worth amount, and monthly contributions.

ERO’s powerful calculator will now show you the following solutions –

1. The required rate of return needed to achieve the investment goal

 2. The ERO Portfolio to achieve this rate of return from 1 – Conservative to 5 – Aggressive

Click submit and you’re done!

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Talk to us See how the ERO Optimizer will help you quickly and accurately construct a portfolio, using the investment options available at your firm, to achieve these financial goals.