Sidepocket
Sidepocket is an SEC-Registered Investment Advisor and the world's first Content-Integrated Investing Platform, offering tactical rebalancing, hedging, and 24/7 client support.
Sidepocket Services
Sidepocket provides a range of services geared toward making tactical rebalancing and hedging accessible to a broader audience. Their offerings include automatic rebalancing, dynamic risk assessment tools, dedicated brokerage and retirement accounts, and a 30-day satisfaction guarantee for their trust-based estate plan service. They also provide 24/7 client support, minute-by-minute signal updates, and educational support to help investors make informed decisions.
Sidepocket Subscription Plans
Sidepocket offers two subscription plans to cater to different investor needs: the ALL-ACCESS plan and the LITE plan. The ALL-ACCESS plan is available for $5.95 per month or 0.79% annually, while the LITE plan costs $3.29 per month or 0.79% annually. These plans provide various features, including access to the company's automated tools and resources for effective investment management.
Sidepocket Mission
Sidepocket's mission is to democratize the power of tactical rebalancing and hedging, bringing these advanced financial strategies within reach of the broader population. The company's approach, encapsulated in their whitepaper on tactical rebalancing, aims to empower the '99%' with tools and insights traditionally reserved for institutional investors.
Sidepocket Security
Security is a critical aspect of Sidepocket's platform, which is secured with end-to-end SSL encryption and utilizes HTTPS. These measures ensure that all data transmitted through the platform is protected from unauthorized access, providing a secure environment for users to manage their investments.
Sidepocket Partnerships
Sidepocket partners with creators to transform them into financial educators. By sharing up to 22% of all revenue with non-SEC-registered creators and providing them with support, tools, and education from investing professionals, Sidepocket aims to broaden access to financial education and investment expertise. This collaborative approach helps creators engage their audiences with valuable financial insights.