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Tactical Investment Strategies
Invest confidently with strategies that seek to limit loss.
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.
The Principles behind our Tactical Asset Allocations
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%
4 Strategies Built to Limit Maximum Drawdown
Click an image below to explore each strategy.
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 UMA
TAMP
Envestnet
TAMP
Cetera's My Advice Architect
TAMP
Orion Portfolio Solutions
TAMP
Axiom RIA
TAMP
SMArtX
TAMP
Adhesion
TAMP
Managed Account Xchange (FMAX)
TAMP
Fulcrum Equity Management
TAMP
Amplify
TAMP
Absolute Capital
403(b) / TAMP
Orion Communities
Model Marketplace
Fidelity Separate Account Network
Model Marketplace
Morningstar
Model Marketplace
Altruist
Model Marketplace
Aspire
Workplace Retirement Platforms
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
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.
The Truth About the
Killer Yield Curve
Let’s dig into exactly what an inverted yield curve means, the implications for market losses, and if you should start to batten…
Pros and Cons of
Index Funds
While many investors have been told they should invest in them, not many understand why they may or may not be a good fit for…
The 200 Day Moving Average Strategy:
What Is It and How to Use It
The 200-day moving average has stood the test of time and market lore as one of the most popular indicators on several charting platforms.
What Can Historical Volatility
Teach Us?
While the topic of volatility is covered ad nauseam across the headlines, two key characteristics are often left out.
The New Face of Wealth
Has Requests
If advisors don’t put new methods in place for the influx of women investors, they will begin to seek advice elsewhere.
A Bull in Bear’s Clothing?
Another Look at the Death Cross
Has the death cross been unequivocally disproven as the harbinger of doom that many claim it to be? Absolutely not.
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