Potomac celebrates $500M AUM/AUA milestone by creating one-of-a-kind industry award showThe Profound Industry Maker and Player Awards will showcase the best andbrightest across the financial services industry. MIAMI, FL, August 24th, 2021 – Potomac Fund Management,...
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...
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it. But what better way is there to describe the “why” behind the investment decisions we urge our clients to make? Why do we invest our clients’ money this...
It’s a hard truth to face, but the fact is the way many advisors communicate with clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...
Last month we launched a project we’ve been hatching for some time now—our elite research arm, Research by Potomac. And believe me when we say, this new mission has made waves in our inner circles. Advisors, clients, friends, and colleagues have all been asking what...
