We’re Not for Everyone
Freedom Through Knowledge: “You’re not afraid to learn if it means financial freedom sooner.” We don’t peddle get-rich-quick schemes, scammy trading bots, or copy-trades that flop. At Sidepocket, risk management and systematic downside protection cut volatility and fast-track your goals.
Who We’re Built For
Trading’s a black hole—big players win, apps profit off your data. You’re smarter than that. Risk transparency is non-negotiable. You may value real-time Sharpe and Sortino Ratios—not the fuzzy “total return” fluff robo-advisors hide behind. Action beats inertia. Exclusive strategies, once gated by wealth, are yours—first come, first served. Alpha’s finite, and we play fair.
You're well-informed, strategic, and analytical—our quant-driven approach is crafted for sharp minds like yours. A little learning goes a long way. Hedging and drawdown reduction are your tickets to lasting success.
Who is Sidepocket Made For?
Picture yourself as a sharp, self-driven individual who believes smart choices shape your future—maybe you even read non-fiction for fun or play chess to outmaneuver opponents with strategic precision. You’re not afraid to dive into something new and learn if it gives you an edge toward financial freedom, but you’re too savvy to fall for the automated trading bots flooding social media: unregulated traps that plug into your brokerage, lose your money, and take no responsibility.
You’re smart enough to differentiate those from SEC-registered entities—like Sidepocket—that have a fiduciary duty to act in your best interest. You take your financial goals seriously, and you’ve already figured out the game: most investment strategies hype gains but bury the risks. You know a 50% drop—like 2008 or 2020—means clawing back 100% just to break even, and that math slows you down.
You might trade stocks or options, or you’re exploring allocation strategies beyond the tired basics: 60/40 stock/bond portfolios, Strategic Asset Allocation, and weak automated options that mimic the SPY and tank in downturns. You’ve seen through the noise: copy-trading apps with stale data (like Nancy Pelosi’s trades, legally a quarter late), or brokerage apps pushing reckless trades to profit off your payment for order flow.
You want something smarter—something better—and you know it’s out there. But time? That’s your real currency: time with family, friends, or digging into whatever sparks your curiosity. Staying disciplined enough to keep your finances on track, though, can feel like a grind.
Sidepocket’s built for you.
Crafted by seasoned investors and quants, it’s a platform of well-researched strategies built to hedge and cut losses in downturns and keep you moving forward. You get full control and crystal-clear metrics—Sharpe Ratios, Sortino Ratios, drawdowns, volatility—not just vague “total return” fluff. Whether you’re protecting your nest egg or building wealth to achieve financial freedom sooner, Sidepocket delivers the quant-driven edge you need with the transparency you demand, all while saving the time you value most.
Key Investing Concepts
- You know a 50% loss demands a 100% gain to recover—sustainable growth starts with defense. Alpha is not Infinite.
- What is Alpha? Alpha’s your outperformance edge, adjusted for risk. Chasing gains without guardrails is a gamble—Sidepocket models prioritize risk-adjusted returns for the long haul.
- What Is Hedging? The original hedge funds mastered risk, not speculation. Sidepocket brings that institutional-grade discipline to shield and grow your portfolio efficiently.
- Why Drawdown Minimization Matter? Losses aren’t linear—a 50% drop needs a 100% climb back. Our strategies actively hedge against risk to keep you moving forward, not scrambling to recover.
What’s Possible with Sidepocket
Elevate Your Financial Future
Your Market Risk, Redefined.
We manage your risk, making your financial freedom closer than you think.
Index Investing, Evolved Tactically.
Sidepocket fuses quant rebalancing and tactical asset allocation with index-tracking ETFs for steadier, long-term wins.
Don’t Let Your Nest Egg Crack.
Sidepocket quant strategies act when trouble strikes—protection meets opportunity.
STRATEGIES FOR EVERY GOAL
Cash and Capital Preservation
- Cash Yield via Money Market Funds: Steady returns through Apex, our custodian.
- Risk-Managed Bond Rotation Yield: Low-risk options for any market regime. Stability you can count on.
Growth Strategy
- Aggressive, Moderate, Conservative Yield-Driven Growth: Dividend and yield assets grow IRAs without extra volatility.
- Consistent growth, tailored to you.
- Capital Appreciation Focus: Aggressive, Moderate, Conservative tiers for steady gains.
- Yield Focus: Aggressive, Moderate, Conservative options for income-driven growth.
Speculative Strategy
- Speculative Alpha-Hedge Strategies: Our disciplined approach strategically applies leverage where it enhances opportunity—without reckless exposure. Bold moves, smartly managed.
Your Accounts, Your Outcomes
Retirement Accounts (IRAs)
Why Sidepocket Shines: Tax-optimized growth, lower volatility, and drawdown protection.
Outcome: Consistent growth without the cracks—your nest egg thrives.*
Brokerage Accounts
Why Sidepocket Stands Out: Outperform the S&P 500, spend less time managing. Outcome: Beat the market with less grind—your edge, automated.