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Medici Invest Information
About Medici
What is Medici Invest's mission?
At Medici Invest, we are committed to helping people grow their wealth and achieve their financial goals. Our mission is to guide the next generation of financially astute professionals and contribute to building a well-informed and financially successful society.
Why is Medici Invest inspired by the Medici family?
Medici Invest draws inspiration from the real-life Medici family, renowned for their innovations in banking and patronage of the arts during the Renaissance era.
What is Medici Invest's connection to Lanteri Partners Group?
Medici Invest is backed by Lanteri Partners Group, an experienced financial group with over 30 years’ experience providing tailored financial services.
What are the benefits of using Medici Invest?
Medici Invest offers expert, proactive portfolio management including an environmentally sustainable investing option. Our portfolio options are easy to set up and offer access to exclusive insights for a strong financial future.
How can I learn more about Medici Invest's philosophy and approach?
Feel free to reach out to us or explore our website to learn more about our investment philosophy, portfolios, process, and the legacy of the Medici family that inspired us.
About You
Can I invest in Medici Invest if I'm a first-time investor?
Absolutely. Medici Invest was specifically designed to make investing easy and stress-free, catering to both experienced investors and those new to the world of investments.
How can I get started with Medici Invest?
To get started, simply choose an investment portfolio, complete the short application form, transfer funds through BPAY or direct bank transfer, and start monitoring your portfolio’s performance.
Can I switch between investment portfolios later?
Yes, you can switch between investment portfolios based on your changing financial goals and risk tolerance. Our team will be happy to guide you on the process.
Is there a mobile App for Medici Invest?
Yes, you will be able to access your investment portfolio via the Openwealth app. All you need to do is log in with your Medici Invest credentials.
Is the income generated paid out to my account of choice?
Any generated income is automatically allocated to cash within the portfolio and reinvested based on current weightings upon reaching the minimum investment threshold. However, during account setup, investors can opt for quarterly withdrawals, specifying the desired income percentage they would like withdrawn.
General Portfolio Information
What are the investment portfolios offered by Medici Invest?
Medici Invest offers five model investment portfolios. The Michelangelo (Active Income), The Da Vinci (Moderate Growth), and The Galileo (High Growth) are each tailored to different risk tolerance levels and financial goals. Then we have the Green Horizons and Future Shapers portfolios, which are strategically aligned to target emerging themes.
How does Medici Invest structure its investment portfolios?
Medici Invest uses tactical asset allocation, diversification, and constant review to optimise portfolio performance and manage risks effectively.
How does Medici Invest review and rebalance portfolios?
Our dedicated Investment Committee Team ensures ongoing agility, allowing us to adapt to market changes and promptly rebalance portfolios when needed to optimise performance.
Is my money pooled with other investors, like a Mutual Fund?
Investors acquire individual accounts, not pooled funds. Your portfolio comprises distinct assets, ensuring transparency, control, and tailored management, aligned precisely with your financial goals and preferences.
What is a risk profile quiz?
A risk profile quiz helps investors determine their risk tolerance, financial aspirations, and investment preferences, guiding them towards suitable investment strategies.
It is important to note that the output of a risk profile quiz should not be considered financial advice.
How do I know my money is safe with Medici Invest and on the Openwealth platform?
All of your investments are legally held on trust by the custodian, Link Fund Solutions (a wholly-owned subsidiary of Link Group, a market-leading provider of technology-enabled solutions to the financial and corporate markets) but beneficially owned by you and kept separate to the portfolios of other investors. In the extreme and unlikely event that something happened to OpenInvest/Medici Invest, your securities would be safely held on your behalf by the custodian.
Green Horizons Portfolio
What is the Green Horizons Portfolio?
The Green Horizons Portfolio is an investment portoflio that focuses on companies that are at the forefront of the global energy transition. This portfolio was created to offer an investing solution which allows investors to take part in this global transformative shift whilst also promoting a positive impact on the planet.
Is the Green Horizons portfolio an ethical investment portoflio?
ESG investing factors in ethical, social and governance considerations, acknowledging their material impact on returns. This doesn’t necessarily entail investing for a particular social benefit, but rather involves the consideration of ESG factors in investment decision-making.
The Green Horizons portfolio does not screen investments based on ESG considerations.
How does Medici Invest select assets for the Green Horizons Portfolio?
Medici Invest selects assets for the Green Horizons Portfolio through research, risk assessment, diversification, and alignment with the global energy transition, aiming for both financial returns and positive environmental impact.
What are the benefits of sustainable investing?
Sustainable investing allows investors to align their investments with global sustainability goals, future-proof portfolios, and gain exposure to innovative and growing industries.
Future Shapers Portfolio
What is the Future Shapers Portfolio?
The Future Shapers Portfolio targets investments in the evolving landscape of tomorrow, anticipated to experience profound structural changes. It seeks out visionary companies, industries and emerging markets that are poised to transform how we live through innovative products, services, or business models.
How does disruption investing work?
Disruption investing seeks to identify and capitalise on emerging trends and innovations that have the potential to significantly alter the way businesses operate, create new markets, or render existing ones obsolete.
Da Vinci Portfolio
The Da Vinci Portfolio is designed for investors who want a balanced mix of risk and return, offering moderate growth and downside protection.
Galileo Portfolio
The Galileo Portfolio, our high growth portfolio option, is tailored for investors willing to embrace higher risk for potential substantial long-term growth, best suited for those with a long investment horizon.
Michelangelo Portfolio
What kind of clients benefit from The Michelangelo (Active Income) Portfolio?
The Michelangelo portfolio is suitable for investors with a lower risk tolerance, seeking capital preservation and stable returns. These investors typically have a preference for income generation over capital appreciation.
