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.
Orion Portfolio Solutions
Cetera's My Advice Architect
Fulcrum Equity Management
Fidelity Separate Account Network
Workplace Retirement Platforms
Explore Our Latest Insights and Market Research
Breadth Weakens as Equities Pullback, Short-Term Metrics Not Yet at Washed Out Levels while Long-Term Indicators Remain Strong.
Small Caps are Breaking their Relative Uptrend, while the NASDAQ Completes a Topping Process vs. the S&P 500.
Technology Completes its Relative Topping Pattern While Weakness Extends Beyond the Largest Names; Equal Weight Tech Breaks…
The relative underperformance of the NASDAQ is on the verge of turning decidedly bearish while Small Caps begin to reassert leadership.
The ratios of Copper to Gold and Lumber to Gold provide an intermarket confirmation of the higher risk appetite on the part of investors.
The age-old question on every investor’s mind is if now is the right time to invest in the stock market. A typically hot topic in a volatile market…