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Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
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.
Technology, Energy, Consumer Staples, US Dollar Index, NYSE Net New Highs/Lows, ETF (TLT) Total Return, and more.
Potomac is pleased to announce that both its model strategies and mutual funds are now available on the FMAX platform.
Potomac’s model strategies are now available on the ModelxChange platform, created by American Trust Custody.
“Axos Advisor Services’ partnership with Potomac will be impactful for advisors for a few reasons,” said Jonathan Bui, Senior Product Manager at Axos…
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
Potomac, an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”
Manish Khatta once believed that if he took a “best-in-breed” approach to wealth-management technology, he could have a dream tech stack.
Potomac announced the hiring of two regional consultants, Michael Rogers and Edward Cordova, to serve across U.S. territories.
Potomac is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software.
Potomac is pleased to announce that its model strategies are now available on the FMAX and Amplify platforms.