Invest confidently with strategies that seek to limit loss.
Our tactical strategies utilize affiliated mutual funds that are built with four key concepts in mind:
– Rotate among ETFs
– Select from the US and international assets without constraints
– Use more volatile specialty investments to hedge risk
– Employ cash during adverse conditions — up to 100%
Every investor is unique.
But each want to avoid major losses.
Potomac offers a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.
It’s why we designed our strategies to help limit devastating losses that can be hard to recover from. Our philosophy is “Win by Losing Less,” and our goal is to deliver competitive returns with less downside risk.
Four strategies built to limit maximum drawdown
Click an icon below to explore each strategy.
Bull Bear
Guardian
Income Plus
Navigrowth
Insights from the Potomac team straight to your inbox.
Win by Losing Less
When it comes to investing, risk is often overlooked.
Impact of Risk
Investors tend to focus on total return without considering risk.
Build and Preserve Wealth
Every investor is unique, but no one likes catastrophic losses.
Find Us at Your Favorite TAMP and Model Marketplace
Union
Envestnet
FMAX and Separate Acct. Network
Orion Portfolio Solutions
403(b)
Adhesion
Altruist
ModelxChange
Amplify
Workplace Retirement Platforms
Axiom RIA
Money Manager X-Change (MMX)
My Advice Architect
Orion Communities
Fulcrum Equity Management
Fusion Capital Management
Morningstar
Managed360®
Sanctuary Wealth
SMArtX
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
A Message From
the CEO
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
Bitcoin ETFs?
Shall We Take a Look?
In today’s blog, we dive into the SEC’s approval of 11 Spot Bitcoin ETFs and what it means for our investment strategies.
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