Pocket Risk Helps Financial Advisors
Understand Their Clients So They Can
Recommend The Right Investments
Pocket Risk began in 2012 to solve a simple problem. “How much risk should you take when investing?” It turned out to be a more complex question than expected.
After a long search we came to the following conclusions…
1. How much risk you should take is dependent on your goals, risk tolerance risk capacity and any behavioural biases.
2. Achieving long-term goals is primarily determined by investor psychology and behavior.
Therefore, we’ve primarily built Pocket Risk to give financial advisors the information they need to discover a client’s psychology and behavior. With this information advisors can build lasting portfolios to achieve a client’s goals.
Founded 2012, Launched 2013
Serving advisors for years
Assets Under Management
Advisors on our platform manage over $35 billion in assets
Available for advisors in the US, UK, Canada, Australia, NZ, India and South Africa