Our Mission?

To protect you from devastating market losses.

We believe there’s no one right way to invest, so we combine the use of tactical and strategic investments to provide an effective and comprehensive approach to building and preserving wealth.

Our strategies are offered direct through our Union UMA platform and within your current TAMP.

Win by Not Losing

Financial success is about more than hitting a number twenty years into the future; it’s about feeling confident as you get there. When you invest too aggressively, your client’s portfolio may never recover from potential losses.  We specialize in risk managed investment strategies to help more of your money stay with them, even when markets fall.

Tactical Asset Allocation

Our tactical strategies utilize affiliated mutual funds that are built with four key concepts in mind:

  • Rotate among various ETFs.
  • Utilize unconstrained asset class selection, in the US and abroad.
  • Use more volatile specialty investments to hedge risk.
  • Employ cash during adverse conditions—sometimes up to 100%.

Income Plus

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Bull Bear

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Focused Growth

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High Yield Plus

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Market Timing Strategies

Looking for something to complement diversified asset allocation strategies? We’ve created innovative and unique strategies to take advantage of market inefficiencies using highly focused trading strategies.

Our Market Timing Strategies use systematic trading with technical analysis-based quant systems to inform our decisions. These strategies are highly concentrated in a single security and we have no reservations about investing 100% in cash during adverse conditions.

TAMP and Model Marketplace Availability

It often feels like there are an overwhelming number of investment options available at most major TAMP and Model Marketplace platforms.

Potomac’s strategies cut through the noise and provide an excellent tool to guard against market risk in your managed accounts. Most likely, they are already available within your current investment platform.

If you’re searching for more unique investment options for your clients, you’ll find us here:


Model Marketplace

Workplace Retirement Platforms

If you would like to see our strategies added to your preferred platform, please let us know.

Explore Our Latest Insights and Market Research

Conquer Risk. Keep Control.