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.

Sign up to learn more about how Potomac’s Strategies can serve your clients. 

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%.

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.”

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 everywhere listed below.

 

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

Orion Communities

Model Marketplace

Morningstar

Model Marketplace

Fidelity Separate Account Network

Model Marketplace

Aspire

Workplace Retirement Platforms

Explore Our Latest Insights and Market Research

Conquer Risk. Keep Control.