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.
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FMAX and Separate Acct. Network
Orion Portfolio Solutions
Workplace Retirement Platforms
Money Manager X-Change (MMX)
My Advice Architect
Fulcrum Equity Management
Fusion Capital Management
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
In today’s blog, we dive into the SEC’s approval of 11 Spot Bitcoin ETFs and what it means for our investment strategies.
The bond market looked at the stock market and said: And so, today my world it smiles, Your hand in mine, we walk the miles…
“You know, Dan, there are only seven stocks holding the market up this year.” I have heard some versions of this comment many times over the past six months…
The market has continued to be choppy, frustrating both the bulls and the bears. Recall that, on average, the seasonal pattern calls for this…
We are witnessing what happens when a 40-year trend comes to an end. A trend that has been in place for most of our careers and many of our lives.
The second you let your political views (not analysis) drive your investment decisions, you have already lost.
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.
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.
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…