We’re Not for Everyone

We don’t peddle get-rich-quick schemes, scammy trading bots, or copy-trades that flop.
With Sidepocket, active risk management and downside protection is your path to financial freedom.

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You’ve been burned by traditional investing strategies in bear markets and want something better

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. Real-time Sharpe and Sortino Ratios—not the fuzzy “total return” fluff robo-advisors hide behind.

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.

A wide range of offerings

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.

Not for just anyone, but open to everyone

Ready for Investing as Sophisticated as You Are?

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