BULL BEAR
CEREAL
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The official investment cereal
of advisors everywhere*
We believe that just like there’s no one right way to breakfast, there’s no one right way to invest. At Potomac, we combine the use of tactical and strategic investments to provide an effective and comprehensive approach to building and preserving wealth.
Bull Bear Cereal was inspired by one of our strategies, which are offered direct through our Union UMA platform and within your current TAMP.
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
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.”
FROM OUR DESK
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Client, Portfolio, and Business Reviews
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews.
Say It With Your Chest (E2)
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Drinks Well with Operations (E7)
Customer Service
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
Who Charted? (E28)
Things That Make You Go HMMMMMM
Dan Russo and Drew Wells highlight Emerging Markets, High Yield Total Return Index, Dollar / Yen, Small Caps / Large Caps, and more.
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