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%

*Data as of 12/31/2023. Please see disclosure.

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.

Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses. 

Income Plus is a tactical ‘total return’ strategy with the goal of providing stable and absolute returns under all market conditions. 

Navigrowth is a tactical ‘moderate growth’ strategy with the goal of pursuing growth, primarily in the equity markets, while avoiding catastrophic bear market losses. 

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