Built to Help Advisors Win 

Our solutions for advisors are varied and flexible because the challenges facing your firm are unique.

You dictate the terms of our engagement by choosing a full turnkey solution, platform strategies, or trade signals to help you best align client portfolios with acceptable risk.

Put the Responsibility on Us

Our turnkey asset management program is the true “hands on” service for advisors who want to put their client portfolios in expert, experienced hands.

You can focus your time on building relationships while we take care of the investment management responsibilities and provide back office support.

Our Back Office Services

You’ve heard the term “turnkey” before. It means that when you work with Potomac, you can walk in and put your feet up.

You’re no longer on your own, because you now have an experienced, successful partner to help.

When you call us, you’ll reach a live person – without sitting through any annoying phone queues.

With a robust technology platform underpinning our back office team, we take care of your client reporting, advisory fee billing, and trading responsibilities.

We also offer access to unique 403(b), 457, 401(a), and 401(k) markets not available to most advisors.

Access Expert Investment Management

If you don’t need a full outsourced solution but you do need more unique investment options for your clients, you can utilize some of our strategies through UMA platforms such as:

If you would like to see our stratgies added to your preferred platform, please let us know.

403(b) Plan Participants

Advisors often look at the 403(b) Market as a bag of hurt, but we saw an opportunity to help the underserved and add real value. Through Potomac, you NOW have the ability to manage existing 403(b) accounts.

Insights from the Potomac Team

Risk management techniques and an inside view of the industry

License Our Trade Signals and Research

Already have a robust back office and don’t want to outsource portfolio management, but you do want more support for your investment management needs? We also have an option for you. License our trade signals, market research, and model allocation recommendations. You maintain the responsibility to implement and execute.

Access Our Models in the Riskalyze Partner Store

Our managed models are now available in the Riskalyze Partner Store. Riskalyze users can subscribe to our risk-managed strategies instantly with one click.

Conquer Risk. Keep Control.