Chief Compliance Officer
JUSTIN
LONG
Mississippi native enjoying everything North Carolina has to offer. New to parenthood and loving every minute.
LEARN MORE
3
DOGS
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Having worked with RIAs of all shapes and sizes, I enjoy finding innovative ways to foster a culture of compliance without hindering growth. I view compliance as an idea center rather than a cost center. Weekends and afterhours I enjoy spending time with my family, upland hunting and fly fishing.
- Fatherhood 100%
- Travel 55%
- Great outdoors 80%
CONNECT WITH ME!
DM < EMAIL
@JUSTINLONGCCO