NEW YORK and MORRISTOWN, N.J., Oct. 28 /PRNewswire/ -- The MDE Group, a leading wealth management firm, today announced that it is offering its Risk 3.0™ Investment Solutions to independent advisors, asset management platforms, and other institutional partners.
Risk 3.0™ is a risk-centric approach to investing that addresses the new market realities of slow growth and continued volatility by capitalizing on small to moderate gains when they occur and preserving capital when the market declines. The two core strategies that will be available on the platform initially are Planned Return Strategy® and Third Rail Strategy™.
MDE is offering these strategies after achieving successful results with its own clients. Planned Return Strategy® has been active for more than a year and is already showing strong returns, with over $140 million under management.
"We believe these strategies provide a much better risk-return opportunity in the current environment, and so far the results have been exceptional," said Mitchell Eichen, Founder and CEO of The MDE Group. "In response, we are doubling our current commitment by replacing the majority of our long-only equity exposure with these strategies. Our client feedback has been very enthusiastic."
Risk 3.0™ Investment Solutions offers a turnkey approach that enables organizations to effectively market these strategies to their clients. Institutional customers will benefit from streamlined implementation and separate account management as well as an engaging suite of marketing and sales resources.
"We have considerable experience as a customer for separate account solutions, so we understand what works and what doesn't work," said Glenn Myers, Chief Operating Officer of The MDE Group. "In designing both the investment strategies and the delivery platform, we have focused on creating turnkey solutions that will add value to our partners' firms and their clients' portfolios."
Planned Return Strategy® and Third Rail Strategy™ represent the initial phase of the Risk 3.0™ Investment Solutions platform. The MDE Group is currently developing several additional innovative strategies, including a variety of planned strategies for other asset classes and with different patterns of return. The firm is also developing strategies with significantly uncorrelated or non-market-based return drivers for introduction to the platform.
For more information about Risk 3.0™, visit www.risk3investing.com.
About The MDE Group
The MDE Group is a pioneering wealth management firm focused on providing innovative and practical financial services to high-net-worth families, corporate executives, endowments, and foundations. Since 1987, we have strived to define Wealth Leadership® through our client-centric approach, strong history, and experienced team. The MDE Group has ranked in the top 25 of Barron's "Top 100 Independent Financial Advisors" since 2007 and has $1.3 billion under management. For more about The MDE Group, visit www.mdegroup.com.
SOURCE MDE Group