+1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 [email protected]
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SageFusion | Intelligent Investment Management
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Intelligent Investment Management
Powered By AI

Approximately 55% Growth in Returns Since 2021

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SageFusion Product Overview


The Problem Within The Asset Management Industry:
87% Of Investment Portfolios Fall
Short of The S&P 500 Index*


This is caused by


​LIMITED INVESTMENT
​OPPORTUNITIES


​HIGH FEES
​

​
​
POOR RISK MANAGEMENT
​
​

.

​LIMITED INVESTMENT
​OPPORTUNITIES

.

​HIGH FEES

.

​​POOR RISK MANAGEMENT​

* Spiva: S&P Dow Jones Indices. SPIVA | S&P Dow Jones Indices, 19 July 2024


Investment Science®
Leverages SageFusion's® AI Platform, Blending
Advanced Technology With
Extensive Banking Expertise To Optimize Investment
Portfolios.


As a result


​INTELLIGENT INVESTING


​COMPETITIVE FEES


​ADVANCED RISK MANAGEMENT

.

​INTELLIGENT INVESTING

.

​COMPETITIVE FEES

.

​ADVANCED RISK MANAGEMENT


Join The 13% - Our Returns Beat The S&P 500 Index

From 2021-2023

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Become Our Valued Client

The typical minimum deposit is $250,000
Alternatively, qualified clients may gain access
​through a data licensing agreement.
Free Financial Consultation

How Does SageFusion Work?

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Elevate Your Financial Future

Why Go With SageFusion?
→ Intelligent trend forecasting
→​ Proper risk management​
→​ Transparent investments
​
What Is The Investment Methodology?
→​ We leverage advanced statistical models, analyze financial statements, and look at social media to allocate your investment into multiple investments that aim to profit in various market directions.

Where Is My Money Held?
→​ ​Your funds are held at Interactive Brokers, Member SIPC. Interactive Brokers powers the banking backend so that customers can have their own custodial brokerage account that we manage, along with anonymous trading.
Let's talk

Who We Work With

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Investors

Target Clients:
Banks, hedge funds, family offices, private equity firms, and finance departments​

How We Assist You:
Providing innovative strategies and insights to diversify portfolios.
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Governments

Client Focus:
Government institutions seeking funding for infrastructure and economic growth​

How We Support You:
Offering financial solutions to manage cash flow and ensure long-term stability.
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Data Vendors

Intended Audience:
Data resellers, banks, hedge funds, traders, asset managers, and financial institutions

How We Provide Value:
Delivering exclusive insights to enhance strategies and maintain a competitive edge.​
Not on the list above? No problem. We might be able to still help!
Become a client


The Process

​   Just Four Simple Steps​
​

Requires 2 Minutes ​
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Step 1: Initial Application
  Complete our preliminary qualification form here, to determine your eligibility.
Approval Within 48 Hours
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Step 2: Full Application
If approved, you'll receive a comprehensive application from Interactive Brokers within 24 hours to open your brokerage
account via email.​
​
Requires 30 Minutes
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Step 3: Onboarding Call
Schedule a call with Investment Science to ensure proper tax structure, address any application questions, confirm your investment goals, and verify account funding details.
Onboarding Completed
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Step 4: Start Investing
Once approved, we'll optimize your portfolio based on current economic indicators, aligning your investments with your financial objectives.​
​
begin registration

​

Our Leadership Team

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Michael Kelly

​​​SPOC, SMC, SAMC
Founder & Chief Executive Officer /
​Quantitative Trader
Michael Kelly is a seasoned finance and technology professional with extensive experience in investment banking, fintech, and data science.

Currently the Founder & CEO of Investment Science, he has previously held executive advisory roles at major financial institutions including Barclays, UBS, and Mizuho Securities.

His expertise spans algorithmic trading, financial modeling, treasury management, and data analytics, with a proven track record of driving efficiency, automating processes, and significantly boosting productivity across various organizations.

​As an adjunct professor at Baruch College and Yeshiva University, Michael teaches advanced courses in data mining and data science, bridging the gap between academic theory and real-world applications in finance and technology.​​​
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Dr. Andrew Weinbach
​

Series 65 Holder​
Founder & Chief Compliance Officer /​​​
​Wealth Manager​
Dr. Andrew Weinbach is a distinguished professor of economics with extensive experience in both academia and business.

Currently a Professor at Coastal Carolina University, he has held various academic positions and business consultancy roles. Dr. Weinbach holds a PhD in Applied Economics from Clemson University.

His research interests include sports economics, financial economics, and behavioral economics, with numerous published papers and significant contributions to understanding market efficiency and bettor behavior.

​He applies his expertise in advanced probability modeling for sports betting to financial markets.​

​




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Have Us Handle It


​​Earn Money At A SIPC-Insured Broker While Not Having To Spend the Time.

Real-Time Investment Visibility
​
We provide transparent and up-to-date information on your investment portfolio so you can track your progress at any time.

Unique Risk Management
Unlike the competition, we make investing simple by putting 5% of your cash into options so that the portfolio is properly hedged. You can log in to your account at any time to see what investments have been made based on our trends.

Advanced Market Intelligence
Harness Sage Fusion's AI-driven platform for real-time market analysis and portfolio optimization. Gain transparent insights while we stay on top of the latest trends in market news and analysis. Our advanced algorithms continuously monitor and adapt to market fluctuations, which aim to place your investments to be best aligned to the current market conditions.


SageFusion Returns With Fees

From ​​2021 - 2023

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Smarter Investing, Less Effort — Let Our AI Handle the Heavy Lifting
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Market Insights

​Obtain the latest trends and insights for smart decisions.

Receive hidden insights uncovered by SageFusion emailed to you monthly

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  • CONTACT US
Contact Info

Email: [email protected]

Phone: +1 (917) 512-9523

Address: 99 Wall Street Suite 1672, New York, NY 10005

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© 2024 SageFusion | All Rights Reserved | Legal Statement

  • Results
  • Apply for Access
  • Who We Serve
  • Insights
  • What We Offer
  • About
    • Financial Advisor in New York
    • The Wealth Almanac
    • Podcast
  • Contact Us
+1 (917) 512-9523 Suite 1672, New York, NY 10005 [email protected]