Here’s more about  who we are.

WHAT IS SIDEPOCKET

A marketplace of quantitative investment portfolios.

Sidepocket is an SEC registered investment adviser. Our marketplace consists of our own quantitative investment portfolios called “Sidepockets”. A Sidepocket is an allocation of funds managed according to a designated tactical investment strategy.

STEP 1

Sign up, set up your Investor Profile, and enjoy your free trial.

Start off by Signing up. Go trough a quick investor profile (this should only take a minute or 2), then enjoy your free 30-day trial to check out all that Sidepocket has to offer. Take this time to Explore different Sidepockets (our term for portfolio) that are arranged by category, and use our ‘What Sidepocket is right for me?’ feature to find one that’s best for your needs. There’s something for everyone. 

STEP 2

Once you’re ready, funding a Sidepocket quick and easy.

Once you decide to fund a Sidepocket, you’ll need to choose a subscription plan. Pick between Sidepocket LITE or PRO depending on your needs. Once you’ve selected a subscription, we’ll guide you through your account setup, which is quick and easy (this should take another 2-3 minutes at most). After account setup, you’ll be able to transfer funds.

IMPORTANT DETAILS

Some key details about Sidepocket.

Investor Qualifications

U.S. citizens only

Sidepocket LITE

$3.29 / Month

Sidepocket LITE minimum investment

$500

Sidepocket PRO

0.79% AUM fee / year

Sidepocket PRO minimum investment

$5,000

Account Types

Brokerage, IRAs

Broker / Clearing / Custody

Apex Clearing

*Note* $3.29 / month applies to LITE accounts up to $5,000 in net deposits. Accounts over $5,000 in net deposits will upgraded to PRO automatically, and converted to an investment management fee of 0.79%. Each plan includes the option to open different types of brokerage accounts and retirement accounts. The subscription fee is due if a client subscribes to a subscription tier regardless of whether or not the client chooses to open and/or use a brokerage account. Clients must be approved from an account verification perspective to open an account.

Disclosures