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Build and Preserve Wealth

Tactical investment strategies designed to limit loss.

Conquering Risk

Each of our strategies are tactical and unconstrained. They all utilize affiliated mutual funds that are built with four key concepts in mind:

  • Rotate among ETFs
  • Select from the U.S. and international assets
  • Use more volatile specialty investments to hedge risk
  • Employ cash during adverse conditions—up to 100%

Bull Bear

Bull Bear is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth in the equity markets while avoiding catastrophic bear market losses. The core position will focus on providing tactical-leveraged exposure to a major market index, such as the S&P 500.

Guardian

Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses. The core position will focus on diversified and defensive equity exposure.

Income Plus

Income Plus is a tactical ‘total return’ strategy with the goal of providing stable and absolute returns under all market conditions. The core position will focus on absolute return and low daily volatility.

Ready to talk strategies? Let’s find what’s right for your clients.

Potomac works with Advisors every day to help find the best investment solutions for their. Learn more about “Why Advisors Need an OCIO.”

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