Tactical Investment Strategies
Invest confidently with strategies that seek to limit loss.
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.
The Principles behind our Tactical Asset Allocations
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%
Find Us at Your Favorite TAMP and Model Marketplace
Cetera's My Advice Architect
Orion Portfolio Solutions
Managed Account Xchange (FMAX)
Fulcrum Equity Management
403(b) / TAMP
Fidelity Separate Account Network
Workplace Retirement Platforms
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The future is bright as we blaze a path forward to become the best small TAMP in the business. Cheers to a wonderful and prosperous 2022!
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Less time with family. Less time for your health. All to do the same work for the same company at a different desk.