Miami, FL, February 9th, 2022 – Potomac Fund Management, Inc. (“Potomac”), an investment strategist firm for financial advisors, added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP.
As a widely respected distribution amongst many TAMPs within the industry, Head of Team, Portfolio Manager & Analyst Damon Ficklin said, “Polen Capital is committed to pursuing high conviction strategies designed to add value and grow the assets of our clients over the long-term.”
Potomac’s Union UMA is known for its laser-focused due-diligence process, which has produced a select number of strategies for the platform. “Potomac looks for quality risk/return experiences that blend well with its custom-curated model combinations offered through our OCIO services,” said Chief Growth Officer Jeff Goodnow.
The decision to add Polen Capital highlights Potomac’s OCIO research process which is built on sourcing lengthy and battle tested track records, beneficial to advisors within the Union UMA. Polen’s philosophy offers high conviction portfolios typically with the goals of finding companies with consistent earnings growth, long-term holds, and low turnover rates—critical for taxable accounts.
“Our mission is to preserve and grow client assets to protect their present and enable their future. This client-first approach is a value we share. We are excited to partner with Union UMA and look forward to a successful, enduring relationship,” said Ficklin.
For more information about Potomac’s new strategist, visit Polen Capital.
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors. Potomac has grown to exceed $600 million in AUM/AUA.
With strategies available on numerous platforms including, Envestnet, SMArtX, and the Union UMA platform, Potomac supports advisors with the resources best suited for their individual businesses. Known for its technical analysis investment research, Potomac’s research team provides free daily reports and the Financial Advisor toolkit subscription, “Research by Potomac”. As a firm that leads with transparency and content, Potomac boasts several regular video series including, Industry Gossip, Who Charted, and many more.
Media Contacts
Tori Levy
tlevy@potomacfund.com
847-769-8876
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.