Professional Paula / Paul

Professional Paula is driven individual who has built successful career and has carved their path in their area of expertise. They are looking for an investment strategy that will supplement their primary and sometimes only income stream. In addition to working hard for their money, they believe their money should work just as hard and generally have a higher tolerance for risk in order to make greater returns.These investors appreciates the advantages of Speculative Sidepockets paired with more balanced Sidpockets. They continue to work hard in their fields to further their careers while investing.

Retiring Rita / Ron

Retiring Rita / Ron is a retiree or someone who is nearing retirement age. With the intention of retiring soon, they are looking for a safe and secure way to generate income from their investments or at least to keep them at pace with inflation.They get their information from trusted sources and traditional news sources, but may not be as informed about the latest investment trends and strategies.Retiring Rita/Ron can benefit greatly from Sidepocket's tactical approaches, which provide a dynamic approach to protecting their portfolio from drawdowns. The focus on income and capital preservation strategies is especially attractive to Retiring Rita/Ron, as it aligns with their goal of generating steady income from their investments.