Last updated: 10th January 2017
This site is intended for professional use only and is not intended for use by the general public. The information, data, analysis and opinions produced through this site and with this tool is confidential; may include or be derived from information provided by individuals which cannot be verified; may not be copied or redistributed; does not constitute investment advice; is provided solely for informational purposes and does not constitute an offer to buy or sell a security; and is not warranted to be correct, complete or accurate. Except as otherwise provided by law, Pocket Risk shall not be responsible for any trading decisions, damages or other losses resulting from the use of this information, data, analysis or opinion. If this site is used as supplemental sales literature then if applicable, it must be accompanied by a prospectus or equivalent and a disclosure statement.
Testimonials are provided by investment professionals who are unaffiliated with Pocket Risk. These are actual clients of Pocket Risk. No compensation was paid to any client shown on this website. Their experience may not be representative of all Pocket Risk clients. When using the questionnaire advisors may create additional questions to gather information however they may not change the core risk tolerance questions. Any asset allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.