5 Questions Advisors Should Ask About OCIO Services Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset...
Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share: What we like and what we didn’t Our favorite stories...
Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share: What we like and what we didn’t Our favorite stories...
When was the last time you felt like you were on a wild goose chase? We suspect if you’ve tried looking for a third-party strategist to manage assets for your advisory firm recently, you know this feeling quite well. In fact, here at Potomac, we’ve put ourselves in...
As we move into an environment where more and more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider before you jump into an engagement with them. So, how do you decide which providers will be best for both...
