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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
* 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
Join The 13% - Our Returns Beat The S&P 500 Index
From 2021-2023
Become Our Valued Client
The typical minimum deposit is $250,000
Alternatively, qualified clients may gain access
through a data licensing agreement.
Alternatively, qualified clients may gain access
through a data licensing agreement.
How Does SageFusion Work?
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Elevate Your Financial FutureWhy 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. |
Who We Work With
InvestorsTarget Clients:
Banks, hedge funds, family offices, private equity firms, and finance departments
How We Assist You:
Providing innovative strategies and insights to diversify portfolios. |
GovernmentsClient 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. |
Data VendorsIntended 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!
The Process
Just Four Simple Steps
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Requires 2 Minutes
Step 1: Initial Application Complete our preliminary qualification form here, to determine your eligibility.
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Approval Within 48 Hours
Step 2: Full ApplicationIf approved, you'll receive a comprehensive application from Interactive Brokers within 24 hours to open your brokerage account via email. |
Requires 30 Minutes
Step 3: Onboarding CallSchedule 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
Step 4: Start InvestingOnce approved, we'll optimize your portfolio based on current economic indicators, aligning your investments with your financial objectives. |
Our Leadership Team
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. |
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. |
Have Us Handle It
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SageFusion Returns With Fees
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Smarter Investing, Less Effort — Let Our AI Handle the Heavy Lifting
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 Info
Email: [email protected] Phone: +1 (917) 512-9523 |
Delayed Market Data Quotes
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Office Location
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