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 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
LATEST INSIGHT AND MARKET RESEARCH
Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and more.
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
Who Charted? (E42)
It’s All Relative
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and more.
Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and more.
Let’s Have a
Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
The OGs (E6)
Growth
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.
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