BULL BEAR

CEREAL

Get Your Box!

Complete the form below to get your box of Bull Bear Cereal and learn more about Potomac’s Investment Strategies. 

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.”

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