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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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
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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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