by Manish Khatta | Nov 19, 2020 | Advisors
by Manish Khatta | Sep 24, 2020 | Advisors, Union
Last summer we undertook the process of updating our brand and rebuilding our website. Beyond the simple aesthetics, the primary objective was to focus our messaging. Potomac’s mission is to help advisors succeed. We wanted to make that so clear, that you would never...
by Jeff Goodnow | Jun 25, 2020 | Advisors, Investment Management
5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
