SageFusion

SageFusion is an AI-powered asset management platform designed for accredited investors, focused on maximizing returns and streamlining investment processes.

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About SageFusion

SageFusion is an innovative AI-driven asset management platform tailored for accredited investors. It offers sophisticated investment management, comprehensive financial solutions, and wealth management services. The platform utilizes proprietary risk mitigation techniques, advanced investment strategies, and real-time analytics to optimize portfolio performance. Key features include flexible access with no lockup periods, client-controlled custody of assets at Interactive Brokers, competitive fee structures, and transparent investment processes. Leveraging cutting-edge statistical models, financial statement analysis, and social media insights, SageFusion aims to outperform traditional benchmarks like the S&P 500 and deliver superior investment outcomes.

How to Use

To start with SageFusion, complete a four-step onboarding process: 1. Submit a preliminary application to verify eligibility (approval within 48 hours). 2. Upon approval, receive a detailed application from Interactive Brokers to open your brokerage account (typically 30 minutes to complete). 3. Schedule an onboarding call with Investment Science to discuss your investment goals, tax considerations, and funding details. 4. Once approved, SageFusion begins optimizing your portfolio based on current economic indicators and your financial objectives. A complimentary financial consultation is included to assist with planning.

Features

Competitive fee structure for optimal value

Client retains custody of assets at Interactive Brokers

Aims to outperform major indices like the S&P 500

Real-time portfolio tracking and visibility

Supports anonymous trading for privacy

Utilizes AI-driven investment strategies for better decision-making

Offers exclusive private equity investment opportunities

Ensures transparency in all investment activities

No restrictions on investment lockup periods

Implementing advanced risk management techniques, including a 5% options hedge

Employs intelligent trend forecasting for market insights

Use Cases

Providing innovative strategies to diversify portfolios for banks, hedge funds, and family offices.

Offering exclusive insights to help data resellers, asset managers, and financial institutions stay competitive.

Managing personal wealth and optimizing returns for accredited individual investors.

Reducing volatility in retirement portfolios through strategic diversification and currency exposure.

Delivering financial solutions that support government infrastructure projects and economic growth initiatives.

Best For

Private Equity FundsAccredited InvestorsBanks and Financial InstitutionsAsset Management FirmsData ResellersGovernment AgenciesTraders and SpeculatorsCorporate Finance DepartmentsHedge FundsFamily Offices

Pros

Transparent and competitive fee structures

Access to exclusive private equity investments

Assets remain under client custody at Interactive Brokers

Proven track record of outperforming the S&P 500

Supports anonymous trading for discretion

Advanced risk management, including a 5% options hedge

Real-time investment monitoring and market intelligence

AI-powered strategies for smarter decision-making

No lockup periods for flexible investing

Free financial consultation included

Provides trend forecasting and transparent investment practices

Cons

Primarily targets accredited and institutional investors

Minimum deposit requirement of $250,000 may limit accessibility

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Minimum Investment

$250,000

Standard minimum deposit to access SageFusion services. Qualified clients may also access the platform via data licensing agreements. Specific fee details are competitive and tailored to client needs.

Get Started

Frequently Asked Questions

Find answers to common questions about SageFusion

What is SageFusion?

SageFusion is an AI-powered asset management platform that offers sophisticated investment strategies, wealth management, and financial solutions for accredited investors.

Who can benefit from SageFusion?

SageFusion is ideal for accredited investors, including banks, hedge funds, family offices, private equity firms, and financial institutions seeking advanced investment solutions.

Where are my funds held with SageFusion?

Your assets are held at Interactive Brokers, a registered broker-dealer, providing full custody and security for your investments.

What is the minimum deposit to open an account?

The typical minimum deposit is $250,000. Clients can also access the platform through data licensing agreements.

How does SageFusion manage investment risk?

SageFusion employs advanced risk mitigation, including a 5% options hedge, and conducts stress tests to navigate economic downturns effectively.

Does SageFusion offer private equity investments?

Yes, the platform provides exclusive private equity opportunities through its specialized infrastructure fund.

How does SageFusion compare to the S&P 500?

SageFusion reports approximately 55% growth since 2021 and claims to outperform the S&P 500 from 2021 to 2023.