Invest confidently with strategies that seek to limit loss.

Potomac’s tactical investment strategies.

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.

The badge of our Bull Bear strategy

Bull Bear

The badge of our Guardian strategy

Guardian

The badge of our income plus strategy

Income Plus

The badge of our Navigrowth strategy

Navigrowth

Insights from the Potomac team straight to your inbox.

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

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ModelxChange

Amplify

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Money Manager X-Change (MMX)

My Advice Architect

Fulcrum Equity Management

Fusion Capital Management

Morningstar

SMArtX

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

MANISH KHATTA

Things  Change

Things
Change

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.

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