SageFusion

SageFusion: Intelligent Investment Management Powered by AI

What is SageFusion? SageFusion is an AI-driven investment management platform designed to optimize investment portfolios through advanced technology and extensive banking expertise. It aims to provide intelligent investing, competitive fees, and advanced risk management to its clients.

Key Features:

• Intelligent Trend Forecasting: Uses AI to predict market trends.
• Proper Risk Management: Manages risk effectively.
• Transparent Investments: Offers clear and open investment strategies.

How Does SageFusion Work?

SageFusion leverages its AI platform, Investment Science®, to blend advanced technology with banking expertise. The platform analyzes financial statements and social media data using advanced statistical models to allocate investments across various market directions. It also uses real-time market analysis and portfolio optimization to adapt to market fluctuations.

Who Can Benefit from SageFusion?

SageFusion targets a variety of clients, including:

• Investors: Banks, hedge funds, family offices, private equity firms, and finance departments seeking innovative strategies and insights.
• Governments: Government institutions looking for funding for infrastructure and economic growth.
• Data Vendors: Data resellers, banks, hedge funds, traders, asset managers, and financial institutions seeking exclusive insights.

What Does SageFusion Offer?

• Financial Solutions: Manages cash flow and ensures long-term stability for government institutions.
• Exclusive Insights: Enhances strategies and maintains a competitive edge for data vendors.
• Diversified Portfolios: Provides innovative strategies and insights to diversify portfolios for investors.

Why Choose SageFusion?

SageFusion aims to stand out by offering:

• Transparent Information: Real-time and up-to-date investment portfolio tracking.
• Unique Risk Management: Allocates 5% of cash into options for hedging.
• Advanced Market Intelligence: AI-driven platform for real-time market analysis.

Investment Methodology

SageFusion uses advanced statistical models, analyzes financial statements, and looks at social media to allocate investments into multiple areas that aim to profit in various market directions.

Where Is My Money Held?

Funds are held at Interactive Brokers, Member SIPC, which powers the banking backend. Customers have their own custodial brokerage account managed by SageFusion, along with anonymous trading.

The Process to Become a Client

1. Initial Application: Complete a preliminary qualification form.
2. Full Application: Receive a comprehensive application from Interactive Brokers.
3. Onboarding Call: Schedule a call to discuss tax structure, investment goals, and account funding.
4. Start Investing: Optimize your portfolio based on current economic indicators.

Leadership Team

• Michael Kelly: Founder & CEO, a seasoned finance and technology professional with experience at major financial institutions.
• Dr. Andrew Weinbach: Founder & Chief Compliance Officer, an economics professor with expertise in financial and behavioral economics.

Investment Science®

SageFusion leverages Investment Science® which focuses on delivering sophisticated investment management through advanced technology. It addresses common problems in the asset management industry such as limited investment opportunities, high fees, and poor risk management.

Market Insights

SageFusion provides market insights through articles and analyses, covering topics such as pairs trading, the influence of moon phases on the stock market, and navigating the financial landscape with emerging trends like Trump Coin and memecoins.

FAQ

• What is the typical minimum deposit? The typical minimum deposit is $250,000. Qualified clients may gain access through a data licensing agreement.

• What are the returns? From 2021-2023, SageFusion's returns beat the S&P 500 index.