Find your true risk tolerance with Potomac and avoid excessive stock market risk in your portfolio. We help people across the country protect their investments with actively-managed, personalized investment strategies.
Generate market returns while putting in place safeguards against extreme market loss from risk you can’t afford. Potomac has the knowledge and guidance to keep your financial goals for retirement on track.
Have a 403(b) through work but need help managing it? We specialize in helping teachers, doctors, and nurses like you select the right funds to match your risk preference and financial goals.
Most financial advisors push cheap, passive investments, but ignore the effects of risk on your overall return. If you can’t afford major losses in your investments, you need to read this report.
Your goals are the same as ours: reduce investment risk and generate returns. We use a sophisticated process to help us reach those simple, but important, goals. Potomac offers tactical investment strategies that match your risk tolerance and share an underlying goal of avoiding excessive losses.
This strategy is designed to provide a stable, long-term total return from current income and consistent capital appreciation with a goal of achieving an absolute return under all market conditions.
This strategy is designed to provide consistent conservative growth and preservation of capital by participating in U.S. and international markets and to limit portfolio volatility and risk of extensive loss.
This strategy is designed to provide moderate growth, using the Fidelity Funds universe, while participating in U.S. and international markets and to limit portfolio volatility and risk of extensive loss.
This strategy is designed to provide moderate to aggressive growth while participating in U.S. and international markets and to limit portfolio volatility and risk of catastrophic loss.
This strategy is designed to provide stable long-term total returns from current income and capital appreciation by participating primarily in high yield bond investments, with a goal of achieving an absolute return under all market conditions.
This strategy is designed to provide moderate to aggressive growth while participating in U.S. markets both on the long (buy) side and short (inverse) side, and to limit portfolio volatility and risk of extensive loss.
To get the right answers you must ask the right questions! We get to know your true risk tolerance by discussing your goals, financial situation and how low your investments can go before you feel uncomfortable.
We analyze your current holdings and make a recommendation based on your tolerance for risk. If you aren’t sure if your current investments align with your risk tolerance, take our questionnaire for a free analysis.
