Since 1975, Microsoft has been the ‘big elephant in the room.’ They basically own the market when it comes to proprietary, licensed computer software (don’t hate me Apple fans – numbers don’t lie.)

However, a major shift has been occurring. Microsoft is becoming the biggest proponent of Open-Source. Basically, opening Linux and thousands of patents to be accessed for developers to learn and improve upon.

Microsoft CEO Satya Nadella suggested in his book “Hit Refresh” that leadership at Microsoft must be “boundary-less and globally minded in seeking solutions.”

We agree!

So, how does this relate to Potomac for Advisors?

For over 30 years, Potomac’s strategies have been available to advisors as direct, third-party management business.

One channel. One distribution path. Our way, or the highway.

For those who wanted to access our strategies but were using multi-manager platforms or managing their own strategies with research and signals from outside sources – No Bueno!

Today – we are giving financial advisors more investing choice by making the availability of our risk managed strategies “boundary-less.”

Our solutions for advisors are varied and flexible because the challenges facing your firm are unique.

You dictate the terms of our engagement by choosing a full turnkey solution or accessing our strategies on one of several platforms to help you best align client portfolios with acceptable risk.

Two Ways for Financial Advisors to Access Potomac

Turnkey Asset Management Solution

We offer TAMP services through our Union UMA platform. We recognize that using a small firm for all your investment needs is not for everyone and it all depends on your business model.

PROS:

  • Hands-on customer service (Everyone says this but it’s impossible to deliver at scale.)
  • More control of your business
  • Access to  Potomac strategies in addition to over 500 institutional strategist models.
  • Multi custodian- including Fidelity and TD Ameritrade
  • Full back office support including financial planning, proposal, digital account opening, client portal. reporting, advisory fee billing, and trading responsibilities

CONS: 

  • Limited flexibility for choosing custodians
  • No self-directed option for advisor managed accounts

Platform Strategies (Unified Managed Accounts)

Financial advisors have access to multiple investment strategists (their term not ours) all under a single account or household. It also makes life easier for B/Ds and RIAs to have multiple strategists in one place when it comes to reporting and compliance. 

We are actively reviewing and adding our strategies to various platforms; however, you can utilize some of our strategies through industry leading UMA platforms such as:

Convenience comes at a cost though, which is typically big business customer service and a lack of personalization. The UMA platform is powerful, but again it isn’t for everyone.

Access our Portfolio Experience Through your Best Fit

We are one of the most experienced risk strategists in the industry, acting as an RIA since 1987. We offer multiple ways to access our portfolio experience: direct and through platforms.

Now that Potomac has opened our strategies up to multiple distribution paths, advisors can now offer real risk management solutions to their clients.

If you have a pain point of needing a risk-managed solution, simply choose the path to Potomac’s strategies that works for you and your clients.

Our focus is and always has been on reducing volatility and maximum drawdown to assure a smoother investment ride and less risk.

Get in touch with our team today to schedule a conversation and discuss which option is best for you.

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.