Manager Research
Being an independent advisor opens up a vast universe of investment managers to choose from. Narrowing down that field to those who will do the most for your clients is a critical piece of Medici Firma’s platform for responsible investing. Our comprehensive selection process identifies and evaluates prospective investment managers for inclusion on the platform. We work in partnership with Oppenheimer, Deutsche Bank & Barclays, a nationally recognized investment consulting leader and diversified investment firm helping fund sponsors, financial intermediaries and investment managers improve their decisions and results.

Utilizing institutional research capabilities powered by Oppenheimer, Deutsche Bank & Barclays, Medici Firma offers:
Custom Asset Allocation: Online access to strategic asset allocation
Implemented Institutional Portfolios (IIP): Implemented asset allocation across economic scenarios
Special institutional pricing on selected managers
Client meeting and sales/service support

As with all of our independent platform offerings, Medici Firma simplifies implementation to make it fast and efficient to access.

– Bundled pricing combined with custody & reporting
– Customized proposal generation on specific client cases above $20mm
– Operational support
– Ongoing updates on manager coverage
– Invitation to advisor education events throughout the World

Investment platform offerings include:

– Insurance Services
– Trust Services
– Lending Capabilities
– Capital Markets
– Investment Banking Access
– Comprehensive Alternative Investments

Connect with us on Medici Firma Client Management Platform