Independent, proprietary stock risk ratings built on 25 years of data. A systematic process you can document, defend, and show to every client, regulator, and prospect.
Built for RIA firms managing $250 million to $2.5 billion in client assets.
Start Your Free 30-Day TrialERS works with firms that share three characteristics. Not all three are about size.
$250 million to $2.5 billion in client assets under management. ERS is built for firms large enough to need a systematic, documentable investment process — and selective enough to implement one.
A committed plan — not a wish — to double your revenues on a specific timeline, with a willingness to invest in the research process required to get there. ERS is not for firms that want to grow someday. It is for firms that have decided to grow and are building toward that goal now.
You believe doing a genuinely excellent job for clients is the mechanism by which revenues grow. You invest in research quality before marketing. You measure in years, not quarters. If that describes you, ERS was built for you.
Clients, regulators, and prospects all expect the same thing: a documented, systematic investment process. Most firms have gaps in at least one of these areas.
Clients assume risk is being actively monitored. When risk changes, advisors are often the last to know — explaining losses after they happen instead of preventing them.
SEC examinations increasingly focus on documented due diligence. "I did research" is not defensible. You need timestamped, auditable evidence of your process.
When losses occur, can you prove reasonable investigation? Third-party ratings are defensible. Personal opinions are not.
Manual research is time-consuming and inconsistent. You need systematic monitoring that runs continuously — not quarterly reviews that arrive too late.
Three tools that close the four gaps above. Each one is available from day one of your 30-day trial.
Upload your client portfolios and receive instant risk assessments across all nine ERS rating systems. See exactly where risk is concentrated — by rating, by sector, by metric. Alerts when any rated position changes risk tier, so you can act before the damage is done.
Input any stock ticker and receive a forward valuation analysis grounded in the company's own revenue growth and profit margin history. See what valuation ratios would be required to generate a profit, and what the data says about the probability.
Current holdings, updated monthly, built using the same ERS rating systems available to you. Not a backtest — a live position statement that demonstrates how the methodology translates into portfolio construction decisions.
Every ERS rating is recorded with the date it was calculated, creating a historical record of risk assessments across every rated position. When a regulator or client asks what you knew and when you knew it, the data exists — attached to a specific date, produced by an independent third party with no proprietary products or distribution deals.
| Without ERS | With ERS |
|---|---|
| Explain losses after they happen | Identify risk before losses occur |
| Quarterly reviews arrive too late | Continuous monitoring with rating change alerts |
| "I did research" | "I used third-party validated ratings" |
| Clients question your process | Clients see documented, systematic oversight |
| SEC examination: hope for the best | SEC examination: date-stamped, independent ratings on record |
| Differentiate on personality | Differentiate on a documented, quantitative process |
SEC guidance, ERS research, and practical frameworks for understanding and fulfilling your fiduciary obligations.
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