Great Minds Think Alike
Master Risk.
Empowering you with Precision Hedging, Quant Automation,
and Clear Risk Metrics like Sharpe, Sortino, and Volatility
It takes just a few minutes.
Our Legal Commitments to You
SEC-Registered, SIPC Insured Custody Up to 500K with Apex
Transparent Track Record
Absolute returns, Sharpe Ratio and drawdowns, all in plain sight
Deep Tech Precision Hedging
Millions of dollars of innovation, not AI-hype or Trading Bots
Don't let your nest egg crack.
When others react late, Sidepocket's quant models are already making adjustments.
We're built for risk-aware performance, not just returns.
Transparent Metrics That Actually Matter: Annual Return, Volatility, Sharpe Ratio, Sortino Ratio, Drawdowns
Invest like the few who get it
Alpha isn't endless, but we don't hoard it for the 1%. Sidepocket is built for those who strike first, not just those with the fattest wallets. Our algorithms empower you with elite strategies—yours when you claim your allocation.
Learn about how we generate alpha for our clients.
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See What Our Clients Are Saying
Disclosure: Testimonials are from real, unpaid clients. Individuals shown were from 2022 and may or may not continue to be clients today
We Earn Our Fees
Active Risk Management for a fraction of the cost
0.79% / Year
Fee of total account AUM*
See how Sidepocket stacks up against other robo-advisorsOur Partners Close the Gaps
Financial Planning Isn’t Simple, Our Partners Make It Seamless.
Finding the right partner for financial & estate planning, taxes, or alternative investments isn’t easy — so we’ve done the tedious work for you, ensuring access to vetted, top-tier professionals.
We connect our clients with the right partners, providing a comprehensive, 360° solution tailored to their financial needs.
Meet our Premier Partners.
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Sidepocket is compensated when you engage with or enter into any agreement with one or more of our partners. There is no affiliation between Sidepocket and our partners. There is no obligation to enter into any agreement with our partners. Any agreement you enter into with one or more of our partners is separate and distinct from your relationship with Sidepocket and has no effect or bearing on the investment advice, or fees for our investment advice, that is provided to you by Sidepocket.
Understanding the Sidepocket difference
How Sidepocket Stands Out
| Stock Trading Apps (e.g., Robinhood) | Robo-Advisors (e.g., Betterment) | |
|---|---|---|---|
INVESTING APPROACHDecision-Making Approach | Trusted Index-Tracking ETF Models, tactically allocated | Buy & Hope Value Investing / Time-consuming Trading | Automated & passive. Big drawdowns in bear markets. |
| Expert Oversight | Real-time Market Monitoring, both Quant & Human | Limited to app tips, misleading push notifications | Minimal human input & oversight, FAQ support |
RISK MASTERY TOOLSTechnology Enablement | Precision Hedging: Tactical allocation changes min 12x / yr | Basic stop-loss options, DIY. | Static diversification, Strategic Asset Allocation |
| Performance Transparency | Clear Metrics: Sharpe, Sortino, volatility—full visibility | Total returns only | Basic portfolio stats and benchmarks, like total returns, ETF breakdowns |
| Automation Level | Quant Automation & Purposeful Rebalancing and Hedging | Manual trades | Fully automated but infrequent and passive |
| Retirement Protection | Designed to reduce drawdowns in IRAs, without tax worries | Limited—manual adjustments | Broad diversification, no specific focus, no drawdown protection |
| Cost Structure | Low-cost relative to traditional advisors (0.79%/yr), higher value | Free trades, hidden fees | Low fees, ETF expense ratios and costs |
| Time Efficiency | Quant automation without the hours of implementation & monitoring | Hours of self-management | Minimal effort, passive management, varied results |