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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.

The badge of our Bull Bear strategy
The badge of our Guardian strategy
The badge of our income plus strategy
The badge of our Navigrowth strategy

Win by Losing Less

When it comes to investing, risk is often overlooked.

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Impact of Risk

Investors tend to focus on total return without considering risk.

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Build and Preserve Wealth

Every investor is unique, but no one likes catastrophic losses.

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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

Men lie, women lie, chart's don't.

MANISH KHATTA

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