MIAMI, FL (October 8th, 2024) – Potomac Fund Management, Inc. (“Potomac”), is proud to announce availability of their Bull Bear strategy on the Model Wealth Portfolios (MWP) platform at LPL Financial, the largest independent broker dealer by assets in the United States.
Founded in 1987, Potomac is a pioneer in actively managed tactical strategies that are Built to Conquer Risk®. The firm’s approach seeks to help limit devastating bear market losses that can be hard to recover from.
“Broker Dealer investment platforms have a plethora of Beta plays, that provide market exposure. However financial advisors are actively searching for alternative, and complementary, strategies that can effectively manage risk and reduce correlation” said Manish Khatta, CEO of Potomac. “Potomac is proud to bring our tactical approach to LPL advisors through our Bull Bear strategy.”
Potomac manages over $1.7B in AUM/AUA as of 6/30/24. To learn more about Potomac, click here.
About Potomac
Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors. Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it is about feeling confident as you get there.
Media Contacts
Christopher Norton
cnorton@potomacfund.com
Potomac Fund Management ("Company") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. 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. The company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company website or incorporated herein, and takes no responsibility for any of this information. The views of the Company are subject to change and the Company is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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