Getting started is easy! We can prepare all the documents you will need to have your investments professionally managed by SunSage. There are essentially three parties involved in this process: you, SunSage, and Fidelity.    
               
   

The Portfolio Manager: SunSage Capital, LLC
SunSage directs the custodial firm on how to invest your assets.
We need to understand what you want. To understand your investment objectives and desires, we will need to ask you a number of questions over the phone, by email or perferbly, in person.

SunSage will provide you with quarterly statements describng the allocation of investments held within your portfolio. The transparent management fee is deducted automatically.

The Custodial Firm: Fidelity Investments, LLC
Fidelity, a well established US custodial firm, holds your assets.
We will help you establish an institutional account at the custodial broker. The custodian holds your assets and carries out our investment instructions. The custodian will receive specific investment management instructions from us on what to do and when concerning the purchase and sale of securities for your portfolio.

Fidelity provides you with monthly statements and online access to your account. In addition to any automated fund transfers, Fidelity can also issue a debit card and checks for your account. Fidelity's custodial fee is deducted automatically.

Depending on the current state of your assets, the entire process could take just a few days or in more complicated situations, several weeks. In any case, we are patiently committed to making the process as efficient as possible for you.

    
         
   

To get started, send us an email or give us a call.