Sagefusion
AI-driven asset management platform for accredited investors, optimizing returns and simplifying investing.
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SageFusion is an artificial intelligence asset management platform designed for accredited investors. It offers AI-driven investment management, financial solutions, and wealth management services. The platform provides unique risk methodologies, advanced investment strategies, and aims to optimize returns while simplifying investing. Key features include no lockup periods, customer custody of assets, competitive fee structures, and real-time investment visibility. It leverages advanced statistical models, financial statement analysis, and social media insights to allocate investments and aims to outperform traditional benchmarks like the S&P 500 Index.
To become a client of SageFusion, follow a four-step process: 1. Initial Application: Complete a preliminary qualification form to determine eligibility (approval within 48 hours). 2. Full Application: If approved, receive a comprehensive application from Interactive Brokers to open a brokerage account (within 24 hours, takes 30 minutes). 3. Onboarding Call: Schedule a call with Investment Science to confirm investment goals, tax structure, and funding details. 4. Start Investing: Once approved, SageFusion optimizes your portfolio based on economic indicators and financial objectives. A free financial consultation is also available.
You should choose this if you're an accredited investor looking for a smart, AI-driven asset management platform that optimizes returns without locking up your money. It offers transparency, real-time insights, and advanced strategies to help you beat the market.
Typical minimum deposit required to become a client. Alternatively, qualified clients may gain access through a data licensing agreement. Specific service fees are competitive but not detailed.
