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...
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. Advisors need to facilitate dynamic, ongoing planning...
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...
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, the Potomac Leadership Team sits down to discuss major...
