Our mission is to give investors access to a range of investment portfolios – fast. We have designed our investment portfolios to meet the needs of time-poor investors. Medici Invest uses tactical asset allocation, diversification, and constant review to optimise portfolio performance and manage risks effectively.
Medici Invest offers five model investment portfolios. The Michelangelo (Conservative), The Da Vinci (Balanced), and The Galileo (Aggressive) are each tailored to different risk tolerance levels and financial goals. Then we have the Green Horizons and Future Shapers portfolios, which are uniquely created to cater to our investors’ wants.
Medici Invest uses tactical asset allocation, diversification, and constant review to optimise portfolio performance and manage risks effectively.
Our dedicated Investment Committee Team ensures ongoing agility, allowing us to adapt to market changes and promptly rebalance portfolios when needed to optimise performance.
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.
A risk profile quiz helps investors determine their risk tolerance, financial aspirations, and investment preferences, guiding them towards suitable investment strategies.
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.
Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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