SageFusion

+1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 info@investmentscy.com Schedule A Meeting × Results Apply for Access Who We Serve Insights What We Offer About Contact Us Schedule A Meeting Intelligent Investment Management Powered By AI Approximately 55% Growth in Returns Since 2021 Stacked Bar Chart Example Featured In All Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content Add Your Title Add Your Content SageFusion Product Overview The Problem Within The Asset Management Industry: 87% Of Investment Portfolios FallShort 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 With as little as $100,000, access up to 6x leverage Stacked Bar Chart Example 3 Become Our Valued Client The typical minimum deposit is $100,000Alternatively, qualified clients may gain access​through a data licensing agreement. Free Financial Consultation How Does SageFusion Work? Elevate Your Financial Future Why Go With SageFusion?→ 6x Leverage starting at $100,000→​ ​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 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. 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. 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 ​ Step 1: Initial Application Complete our preliminary qualification form here, to determine your eligibility. Approval Within 48 Hours Step 2: Full Application If approved, you'll receive a comprehensive application from Interactive Brokers within 24 hours to open your brokerageaccount via email.​​ Requires 30 Minutes 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 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 Michael Kelly​​​SPOC, SMC, SAMCFounder & 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 Hofstra University, 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.​​​ LinkedIn 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.​​ LinkedIn 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 ManagementUnlike 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 IntelligenceHarness 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 Stacked Bar Chart Example Smarter Investing, Less Effort — Let Our AI Handle the Heavy Lifting reach out Market Insights ​Obtain the latest trends and insights for smart decisions. Receive hidden insights uncovered by SageFusion emailed to you monthly * Indicates required field Name * Email * Submit Menu Example Contact Info Email: info@investmentscy.com Phone: +1 (917) 512-9523 Address: 99 Wall Street Suite 1672, New York, NY 10005 Delayed Market Data Quotes RESERVE TIME Office Location © 2026 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 info@investmentscy.com Financial Advisor in New York The Wealth Almanac Podcast This site uses cookies to personalize your experience, analyze site usage, and offer tailored promotions. www.youronlinechoices.eu Remind me later I accept --- +1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 info@investmentscy.com Schedule A Meeting × Results Apply for Access Who We Serve Insights What We Offer About Contact Us Schedule A Meeting Results Proven track record Book a Strategy Call ​ Have Us Handle It Earn Money At A SIPC-Insured BrokerWhile Not Having To Spend the Time. Real-Time Investment VisibilityWe provide transparent and up-to-date information on your investment portfolio so you can track your progress at any time.Unique Risk ManagementUnlike the competition, we make investing simple by putting 5% of your cash into options so that the portfolio is properly hedged. You can login to your account at any time to see what investments have been made based on our trends.Advanced Market IntelligenceHarness 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 Stacked Bar Chart Example ​ ​Discover the results we can deliver for you. Free Consultation 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 info@investmentscy.com Financial Advisor in New York The Wealth Almanac Podcast This site uses cookies to personalize your experience, analyze site usage, and offer tailored promotions. www.youronlinechoices.eu Remind me later I accept --- +1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 info@investmentscy.com Schedule A Meeting × Results Apply for Access Who We Serve Insights What We Offer About Contact Us Schedule A Meeting Apply for ​Access Apply in 60 seconds ​ ​Protected by bank-level SSL encryption. Your data stays private: Never sold or shared with anyone. * Indicates required field Name * First Last Email * Phone Number * What's your primary investment goal? * Select an option Wealth growth Retirement planning Tax optimization Estate planning Other: (please specify) What investment level are you considering? * Select an amount $10k - $100k $100k - $500k $500k - $1M $1M+ How do you currently manage your investments? * Select an option Self-directed Traditional advisor Robo-advisor Not currently investing Other: (please specify) What investment horizon are you planning for? * Select an option Short-term (under 12 months) Medium-term (1-2 years) Long-term (2+ years) Are there any additional details that would help us understand your needs? * Submit 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 info@investmentscy.com Financial Advisor in New York The Wealth Almanac Podcast --- +1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 info@investmentscy.com Schedule A Meeting × Results Apply for Access Who We Serve Insights What We Offer About Contact Us Schedule A Meeting Who We Serve Providing insightful market intelligence book a video call ​ Target Markets Investors Target Clients:Financial institutions, investment firms, wealth management, and private equity How We Assist You:Providing you innovative insights and strategies to optimize portfolios. Governments Client Focus:Government agencies that require financial backing for infrastructure development How We Support You:Delivering to you advanced financial strategies designed to optimize cash flow. ​ ​ Data Vendors Intended Audience:Data providers, financial firms, hedge funds, banks, traders, and fund managers How We Benefit You:Offering you unique insights to refine strategies and sustain profitability. When you seek to boost your capital, we provide a clear, unconventional approach to capital management. reach out 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 info@investmentscy.com Financial Advisor in New York The Wealth Almanac Podcast