Getting started is easy! We can prepare all the documents you will need to have your investments professionally managed by SunSage Capital. There are essentially three parties involved in this process: You, SunSage, and Fidelity.
SunSage Capital: The Portfolio Manager
SunSage Capital directs the brokerage 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. It is always nice to get together in person to discuss these needs.
Fidelity Investments: The Brokerage Firm
Fidelity Investments, a well established US brokerage firm, holds your assets.
We will help you establish an account at an institutional broker. The broker holds your assets and makes transactions on your behalf. The broker will receive specific investment management instructions from us on what to do and when concerning the purchase and sale of securities in your portfolio.
We make the process of getting started easy by sending you a packet to review, sign, and mail using the prepaid envelopes. Depending on the current state of your assets, the entire process could take several days or in some situations, several weeks. In any case, we are patiently committed to making the process as efficient as possible for you. Give us a call at 1 (800) 820-3182 and we will get started.
This page contains answers to frequently asked questions.