Pocket Risk Helps Financial Advisors Understand Their Clients So They Can Recommend The Right Investments

Our Story

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 behavioral 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.