Invest confidently with strategies that seek to limit loss.
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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.
Insights from the Potomac team straight to your inbox.
Win by Losing Less
When it comes to investing, risk is often overlooked.
Impact of Risk
Investors tend to focus on total return without considering risk.
Build and Preserve Wealth
Every investor is unique, but no one likes catastrophic losses.
Find Us at Your Favorite TAMP and Model Marketplace
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Union
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Envestnet
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FMAX and Separate Acct. Network
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Orion Portfolio Solutions
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403(b)
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Adhesion
![](https://potomacfund.com/wp-content/uploads/2024/05/PFM-AIM.png)
Nucleus
![](https://potomacfund.com/wp-content/uploads/2023/09/PFM-ALT.png)
Altruist
![](https://potomacfund.com/wp-content/uploads/2023/05/PFM-ATC.png)
ModelxChange
![](https://potomacfund.com/wp-content/uploads/2022/09/PFM-AMPP.png)
Amplify
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Workplace Retirement Platforms
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Axiom RIA
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Money Manager X-Change (MMX)
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My Advice Architect
![Banner for Orion Communities](https://potomacfund.com/wp-content/uploads/2021/01/PFM-OC.png)
Orion Communities
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Fulcrum Equity Management
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Fusion Capital Management
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Morningstar
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Managed360®
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Sanctuary One
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SMArtX
![quote](https://potomacfund.com/wp-content/uploads/2021/08/quote.png)
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