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:
Orion Portfolio Solutions
Cetera's My Advice Architect
Fulcrum Equity Management
Fidelity Separate Account Network
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
LATEST INSIGHT AND MARKET RESEARCH
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
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From Research by Potomac and the Conquer Risk podcast, Manish Khatta and Dan Russo, CMT present…
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.