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.
Sign up, set up your Investor Profile, and enjoy your free trial.
Start off by signing up. Go through 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 automated 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.
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 All-Access 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.
Some key details about Sidepocket.
U.S. citizens only
$3.29 / Month
Sidepocket LITE minimum investment
0.79% AUM fee / year
Sidepocket All-Access minimum investment
Broker / Clearing / Custody
Apex Fintech Solutions
*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 Sidepocket All-Access 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. Clients can cancel their subscription at any time, after manual account liquidation, and withdraw all cash out. Clients may contact an admin at [email protected] to manually close the account, otherwise it closes at the end of that billing period. (Note: If the client cancels at one period, say July, and it is August by the time the account liquidates, then the account will cancel at the end of August billing period).