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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

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If advisors don’t put new methods in place for the influx of women investors, they will begin to seek advice elsewhere.
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