Erman Kenan Civelek

MDE Group's 'Risk First' investment approach seeks to maximize the liquidity, transparency, tax efficiency, and adaptability of portfolios while preserving wealth and delivering attractive return potential. The firm diversifies across risk exposures and places risk first in building portfolios designed for the realities of weak growth, continued volatility and periodic crisis. They build portfolios diversified across multiple risk exposures such as equity market risk, credit risk, duration risk, currency risk, global macro risk and liquidity risk. MDE Group's 'Risk 3.0' portfolio solution provides clients with access to several unique investment strategies supplemented by the best talent available in the investment industry across a variety of asset classes. MDE Group's asset management process is based on an open-architecture investment platform of best-in-breed managers and strategies. The firm objectively evaluates any and all investment opportunities. Where they identify market voids, they have the expertise to develop unique solutions such as their 'Planned Return' and 'Third Rail' strategies. As a result, clients' portfolios are constructed with only the best strategies and managers across all risk exposures to construct a comprehensive 'Risk 3.0' portfolio. MDE Group manages separately managed accounts for high net-worth investors to offer the flexibility of direct security ownership relative to their ability to customize strategies for their investors and harvest losses. In addition, the firm employs the leverage of an institutional investor to negotiate favorable manager fee rates for their investors. MDE Group uses mutual fund investments to supplement separate accounts where appropriate. The firm may employ mutual funds to access strategies for smaller allocations or where a given strategy is otherwise unavailable to their investors. Mutual funds are also used for tactical allocations due to the ease of trading funds and the liquidity associated with mutual funds relative to commitments to separately managed accounts or other investment vehicles. The firm also offers a client-centric model of alternative investing. Where appropriate, they offer access to high quality hedge funds and funds-of-funds with a special focus on transparency, liquidity and low fees. MDE Group seeks to further diversify portfolios with non-correlated strategies to reduce overall volatility. In addition, the firm offers clients access to unique strategies that are not linked to the securities markets and which provide attractive potential returns without any direct market correlation or exposure.

Functions as a College/University

Provides investment advice

Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios.