WITH STRATEGIES THAT SEEK TO LIMIT LOSSES
Every investor is unique. But all of them want to avoid major losses.
That’s why 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 also why we designed our strategies to help limit devastating losses that can be hard to recover from. Our philosophy is, “Win by Not Losing,” and our goal is to deliver competitive returns with less downside risk.
4 Strategies Built to Limit Maximum Drawdown
Learn how Potomac’s strategies can give you and your clients more confidence in turbulent markets by downloading our free white-label resource, “The impact of risk on a portfolio.”
Find Us at Your Favorite TAMP and Model Marketplace
Orion Portfolio Solutions
Cetera's My Advice Architect
Fulcrum Equity Management
403(b) / TAMP
Fidelity Separate Account Network
Workplace Retirement Platforms
Potomac is pleased to announce the first annual Profound Industry Maker and Player (PIMP) awards.
We suspect if you’ve tried looking for a third-party strategist to manage assets for your advisory firm recently, you know this feeling quite well.
As more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider.
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it.
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.