Mitchell D. Eichen

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Mitchell D. Eichen
Born February 18, 1957
Occupation CEO of Acertus Capital Management and The MDE Group
Known for CEO of Acertus Capital Management and The MDE Group

Mitchell D. Eichen is the founder and CEO of Acertus Capital Management and The MDE Group.

Early career[edit]

Eichen began his career practicing tax, trust, and estate law for Shanley & Fisher, P.C. (now Drinker Biddle & Reath), a law firm in Morristown, New Jersey. Following that he became a Senior Financial Counselor for the Bank of New York before founding The MDE Group in 1987.[1]

Acertus Capital Management[edit]

Eichen led the launch of Risk 3.0 Asset Management in 2011, which became Acertus Capital Management due to a name change in May 2013.[2] Acertus’s disciplined, rules-based investment process was designed to enable institutional and sophisticated individual investors to confidently select the balance of upside potential and downside protection that aligns directly with their investment needs, market expectations and risk tolerance. The structure of these strategies, which can serve as either core or satellite investments, eliminates counterparty risk and offers a risk-contained solution at lower fees.

Acertus offers three investment strategies that bend the risk and return curve of the S&P 500.

Planned Return Strategy® (PRS) is a low volatility investment strategy that can be used as either a core or satellite portfolio component. Using ETFs and options to create an attractive and stable risk-return pattern, it is designed to outperform both the S&P 500 and the HFRX Global Hedge Fund Index on a risk-adjusted basis.

Accelerated Return StrategyTM (ARS) is a core equity strategy that is designed to outperform the S&P 500 to the upside by enhancing returns into the high teens to mid twenties without incurring any meaningful additional downside risk.

Third Rail StrategyTM (TRS) designed to protect against steep market declines while maintaining upside potential into the mid to high teens.

Acertus's investment strategies were subsequently covered in The Wall Street Journal in an article titled “A Focus on Preservation”,[3] on CNBC in a segment titled "Risk First, Then Return.",[4] and in a variety of other financial and business publications.[5]

Eichen created Acertus as a provider of investment solutions for other wealth advisors and institutional investors.[6] These solutions include use ETFs and options to deliver a consistent pattern of returns for investors.[7] Reporting on the launch, Financial Advisor Magazine quoted Eichen as saying: "This idea is starting to gain traction among RIAs ... I think this is going to be the major area of growth for us and I think, within a year, it will be an accepted strategy throughout the industry."[8] InvestmentNews and AdvisorOne have both also covered the launch of this platform of investment solutions.[9][10] Eichen partnered with business strategist and former CBS and Fox News Channel executive Mark Pearlman to design and execute the launch of Risk 3.0 and Risk 3.0 Asset Management.[11]

The MDE Group[edit]

The MDE Group logo

Since Eichen founded The MDE Group in 1987, the firm has grown in size and prestige. Specializing in both asset management and comprehensive wealth management, The MDE Group now has more than $1.5 billion in assets under management. MDE is consistently ranked on Barron’s list of Top Independent Financial Advisers.[12] In 2009 Wealth Manager Magazine ranked MDE second in New Jersey by assets under management per client.[13]



Authorship, Appearances and Other Activities[edit]

Eichen is frequently quoted in the financial media [14][15][16] and is a columnist on Forbes.com, where he writes about investment and wealth management topics with a special emphasis on risk.[17] Eichen is also a regular guest on broadcast channels such as CNBC and Fox Business Network where he provides market and investment analysis and commentary.[18][19][20]

In addition, Eichen has published several research articles in the Journal of Financial Planning, including “The Future of Hedge Funds: Five Emerging Trends”,[21] and “Investor Mistakes 101.” He also lectures on a variety of financial topics for groups such as The American Association of Individual Investors,[22] The Georgetown University Alumni Association[23] and The Structured Products Americas Conference.[24]

Eichen is also a member of the Board of Overseers for the Alzheimer’s Drug Discovery Foundation.

Education[edit]

Eichen has an LL.M in taxation from the New York University School of Law Graduate Division and a J.D. from Georgetown University Law Center. He graduated magna cum laude with a B.A. in economics from Rutgers University.

References[edit]

  1. ^ MDE Group Profile
  2. ^ The MDE Group Launches Risk 3.0 PR Newswire, 10/13/10
  3. ^ A Focus on Preservation The Wall Street Journal, 11/1/10
  4. ^ Risk First, Then Return CNBC, 12/17/10
  5. ^ The MDE Group Media Page
  6. ^ The MDE Group Offers Risk 3.0 Platform of Investment Solutions to Advisors Reuters, 10/28/10
  7. ^ Options on exchange-traded funds gain in popularity InvestmentNews, 10/21/10
  8. ^ Firm Offers Risk Protection Strategy FA Mag, 11/30/10
  9. ^ The MDE Group Announces ‘Risk-Centric’ Portfolio AdvisorOne, 10/14/10
  10. ^ Lamco is first indie to use MDE’s option collar model InvestmentNews, 11/10/10
  11. ^ Mark Pearlman Joins The MDE Group to Launch Risk 3.0 Investment Solutions Platform and Asset Management Unit CNBC, 12/22/10
  12. ^ Barron’s Top Independent Financial Advisers 2009
  13. ^ “Rankings by average aum per client” Wealth Manager, 7/1/09
  14. ^ Gold Prices Soar, Dollar Slammed, TheStreet.com, 11/04/10
  15. ^ QE2 Inspires 2-Year High on Wall Street, FoxBusiness.com, 11/03/10
  16. ^ “Fidelity plows ahead in the RIA business with overhauls of service, technology and management”, RIA biz, 3/30/10
  17. ^ Hedging Your Risk Without Missing The Bull Market Forbes.com, 2/2/11
  18. ^ If Debt Persists, Growth Will Be Contained Fox Business Network, 1/13/11
  19. ^ Investment Focus Shifts to Risk From Return CNBC, 11/8/10
  20. ^ Risk First, Then Returns CNBC, 12/17/10
  21. ^ The Future of Hedge Funds: Five Emerging Trends
  22. ^ "Top 10" forecasts lecture
  23. ^ "Markets in a Time of Transition: Are They Politically Correct"
  24. ^ “Structured products for High Net Worth investors” lecture