Legal & Regulatory

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Our Privacy Policy

This is where we tell you what we do and don't do with your data. 

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Lawyers in Lobby

SEC Form ADV (1)

This is the nuts & bolts of Medici as an SEC Registered Investment Advisor. In short, it's a list of facts about the company, the team, and our business.

Client Brochure (ADV 2)

This opus outlines how our system manages your money and how our subscriptions work. It's a lot to go through, so I hope you are sitting comfortably!

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Family Together

Mini Brochure (CRS)

This is a highly-reduced version of the above ADV brochure.