Invest confidently with strategies that seek to limit loss.
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%
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.
Four strategies built to limit maximum drawdown
Click an icon below to explore each strategy.
Bull Bear
Guardian
Income Plus
Navigrowth
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
Envestnet
My Advice Architect
Orion Portfolio Solutions
403(b)
Adhesion
Altruist
ModelxChange
Amplify
Workplace Retirement Platforms
Axiom RIA
Money Manager X-Change (MMX)
FMAX and Separate Acct. Network
Fulcrum Equity Management
Morningstar
SMArtX
Fusion Capital Management
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.
My Take on a Legend’s
Investment Rules
Dr. Martin Zweig had 17 rules that he developed during his illustrious tenure as a money manager. “Don’t Fight the Fed” is easily his most famous.
And the Loser Now
Will Be Later to Win…
No one knows for sure if the “times they are a-changin’,” but that Bob Dylan line came to mind when I looked at the chart…
How We Manage Money
to Reduce Risk
At Potomac, we are a tactical money manager that specializes in risk reduction. Our chosen investment vehicles are mutual funds and ETFs.
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
Let’s Have a
Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
Should You Be Numb To
the Narrative(s)?
If we were in the business of selling narratives (which we’re not) this is the one that we would be pitching.
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…
Who Charted? (E39)
Risk-On?
Dan Russo and Drew Wells highlight International Small-Cap, Discretionary / Staples, S&P 500 High Beta, Bitcoin, and more.
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.
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