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OCIO by Potomac
we sort through thousands of models (so you don’t)
Your focus is your business.
Why waste time sifting through models?
That’s why, as your Outsourced Chief Investment Officer (OCIO), we work closely with RIAs, large OSJs, and TAMPS, to sort and sift through thousands of model strategies to find the best match the multitude of investor profiles and tolerance for risk.
We then test-fit multiple combinations of models, searching for the optimal mix—the one that seeks to deliver competitive returns and limiting maximum drawdown while providing the investment coverage for the current market environment.
What we offer
Investors tend to focus on total return without considering the amount of risk taken to generate that return—our OCIO services are designed to provide due diligence for financial professionals who lack the process, experience, or simply the time to execute it.
Time
Justification
Diligence
We simplify the advisory business through a proprietary due diligence hub for all content and updates.
Stay in-the-know with all things Potomac and OCIO.
OCIO Services
“We believe in service over everything.” – Manish Khatta
01.
Solutions
OCIO by Potomac provides services to RIA’s, large OSJ’s and TAMPs, through curated investment management and due diligence processes.
02.
Initiation
Our initial setup includes a complete overhaul of your existing strategist lineup.
03.
Recommendations
Removal of overlapping strategists, and new strategist and model recommendations across risk profiles and account types.
04.
Insight by Potomac
“Insight by Potomac,” our proprietary due diligence tool, organizes strategist content, updates, and ongoing diligence into a central hub.
05.
Research
We provide ongoing investment research, insight, and consultation regarding model strategists.
06.
Investment Committee
As your OCIO, we participate in investment committee meetings and share expertise in formulating and refining your strategist lineup.
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
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.
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
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