Last updated 08-15-2026
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SageFusion
SageFusion runs a model-driven finance platform that manages accredited investor portfolios through Interactive Brokers custody accounts. Investment Science, the operator behind the site, uses statistical models, financial statement analysis, and social media signals to allocate across strategies that aim to profit in multiple market directions. Clients typically start with a $100,000 minimum deposit and can access up to 6x leverage according to the homepage.
Where many asset managers lock capital and hide trade details, SageFusion emphasizes no lock-up withdrawals, real-time trade audits, and anonymous execution through your own SIPC-member brokerage account. The firm claims its returns beat the S&P 500 index from 2021 through 2023 and hedges portfolios by putting about 5% of cash into options. That model targets investors who want managed leverage with visible positions rather than a black-box fund.
Banks, hedge funds, family offices, and high-net-worth individuals use SageFusion after a four-step onboarding that includes a qualification form, Interactive Brokers account setup, and a 30-minute onboarding call. The leadership page lists Michael Kelly as founder and CEO and Dr. Andrew Weinbach as chief compliance officer. Contact is available at +1 (917) 512-9523 or the New York office at 99 Wall Street.
$100,000 typical minimum deposit with access up to 6x leverage
Funds held at Interactive Brokers, a SIPC member custodial account
Four-step onboarding from qualification form to portfolio optimization
Real-time investment visibility and trade audits inside your brokerage login
Risk hedging allocates about 5% of cash into options on the portfolio
Claims returns beat the S&P 500 index from 2021 through 2023 on the homepage
Custody stays at Interactive Brokers with SIPC membership
No advertised lock-up periods on managed accounts
Real-time trade visibility inside your brokerage login
Onboarding call confirms tax structure and funding details
$100,000 minimum deposit excludes smaller investors
Leverage up to 6x increases downside risk
Service appears limited to accredited and institutional clients
What is SageFusion?
SageFusion is a model-driven investment management platform operated by Investment Science for accredited investors. It combines statistical models, financial statement analysis, and social media signals to manage portfolios held at Interactive Brokers.
What is the minimum investment for SageFusion?
SageFusion lists a typical minimum deposit of $100,000 on its homepage. Qualified clients may alternatively gain access through a data licensing agreement instead of the standard deposit path.
Where are SageFusion funds held?
SageFusion holds client funds at Interactive Brokers, which is a SIPC member. Customers receive their own custodial brokerage account that SageFusion manages, including support for anonymous trading.
Can I withdraw money from SageFusion anytime?
Yes, SageFusion advertises no lock-up periods or redemption requests for managed accounts. You retain custody through Interactive Brokers and can pull capital without the lock-ups common at many asset managers.
How does SageFusion onboarding work?
SageFusion onboarding has four steps: complete a preliminary qualification form, receive an Interactive Brokers application within about 48 hours, schedule a 30-minute onboarding call, then start investing once the account is funded and approved.
Who can invest with SageFusion?
SageFusion targets accredited investors such as banks, hedge funds, family offices, private equity firms, and finance departments. The site also lists governments and data vendors as client segments for its Investment Science services.