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…
- How much risk you should take is dependent on your goals, risk tolerance risk capacity and any behavioral biases.
- 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.
Facts
Founded 2012, Launched 2013
Serving advisors for years
Assets Under Management
Advisors on our platform manage over $35 billion in assets
International
Available for advisors in the US, UK, Canada, Australia, NZ, India and South Africa