INVEST CONFIDENTLY

WITH STRATEGIES THAT SEEK TO LIMIT LOSSES

Bull Bear

Guardian

Income Plus

Navigrowth

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.

WIN BY NOT LOSING

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 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

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The badge of our Navigrowth strategy

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

Union UMA

TAMP

Envestnet

TAMP

SMArtX

TAMP

Orion Portfolio Solutions

TAMP

Adhesion

TAMP

Axiom RIA

TAMP

Cetera's My Advice Architect

TAMP

Fulcrum Equity Management

TAMP

Absolute Capital

403(b) / TAMP

Orion Communities

Model Marketplace

Morningstar

Model Marketplace

Fidelity Separate Account Network

Model Marketplace

Aspire

Workplace Retirement Platforms

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

MANISH KHATTA

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