AI-driven asset management platform for accredited investors, optimizing returns and simplifying investing.
What is SageFusion?
SageFusion is an AI-powered asset management platform designed for qualified investors. It offers AI-based investment management, financial solutions, and wealth management services. The platform provides a distinctive approach to risk management and advanced investment strategies aimed at optimizing returns and simplifying investing. Key features include no lock-up period, client-controlled asset management, a competitive fee structure, and real-time investment visibility. It uses advanced statistical models, financial statement analysis, and social media insights to allocate investments and seeks to outperform traditional benchmarks such as the S&P 500.
How do I use SageFusion?
To become a SageFusion client, follow these four steps: 1. Preliminary application: Complete a preliminary eligibility form to determine eligibility (reviewed within 48 hours). 2. Full application: If approved, you will receive a comprehensive application from Interactive Brokers to open a brokerage account (within 24 hours; takes about 30 minutes). 3. Onboarding call: Schedule a call with the Investment Science team to confirm investment objectives, tax structure, and funding details. 4. Start investing: Once approved, SageFusion will optimize your portfolio based on economic indicators and financial goals. A free financial consulting service is also provided.
SageFusion's Core Features
AI-based investment strategies
Advanced risk management (including a 5% options hedge)
Client’s self-directed asset management (assets held at Interactive Brokers)
No lock-up period
Real-time investment visibility
competitive fees
Investment performance optimization (aimed at outperforming the S&P 500 Index)
Intelligent trend forecasting
transparent investment
Exclusive private equity solutions
anonymous transaction