Investment strategies for financial advisors.
Investment strategies for financial advisors.
Built to Conquer Risk®
Built to
Conquer Risk®
Built to Conquer Risk®
Does this sound like you?
Value Discernment
Financial advisors have a plethora of choices when it comes to highly correlated passive strategies. But you seek to reduce risk while providing a different experience from the broad market?
Value Discernment
Financial advisors have a plethora of choices when it comes to highly correlated passive strategies. But you seek to reduce risk while providing a different experience from the broad market?
Reject the Noise
You're not looking for a partner who chases headlines or rides emotional waves. Instead, you seek a clear, repeatable process that prioritizes facts over feelings and discipline over hype.
Reject the Noise
You're not looking for a partner who chases headlines or rides emotional waves. Instead, you seek a clear, repeatable process that prioritizes facts over feelings and discipline over hype.
Surpass Convention
Conventional risk reduction strategies are sub-optimal because of the amount of return you must leave on the table. You seek uncorrelated and lower drawdown strategies, without sacrificing return premium.
Surpass Convention
Conventional risk reduction strategies are sub-optimal because of the amount of return you must leave on the table. You seek uncorrelated and lower drawdown strategies, without sacrificing return premium.
Stop Compromising.
Start Scaling.
Stop Compromising.
Start Scaling.
Data > Feelings
Our Data > Feelings commitment means we stick to our process—always—because markets don’t reward emotion; they reward consistency.
Real Tactical
At Potomac, our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
Real Tactical
At Potomac, our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
Quantitative Process
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Quantitative Process
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
DATA > FEELINGS
Our Data > Feelings commitment means we stick to our process—always—because markets don’t reward emotion; they reward consistency.
DATA > FEELINGS
Our Data > Feelings commitment means we stick to our process—always—because markets don’t reward emotion; they reward consistency.
Does this sound like you?
Value Discernment
Financial advisors have a plethora of choices when it comes to highly correlated passive strategies. But you seek to reduce risk while providing a different experience from the broad market?
Value Discernment
Financial advisors have a plethora of choices when it comes to highly correlated passive strategies. But you seek to reduce risk while providing a different experience from the broad market?
Reject the Noise
You're not looking for a partner who chases headlines or rides emotional waves. Instead, you seek a clear, repeatable process that prioritizes facts over feelings and discipline over hype.
Reject the Noise
You're not looking for a partner who chases headlines or rides emotional waves. Instead, you seek a clear, repeatable process that prioritizes facts over feelings and discipline over hype.
SURPASS CONVENTION
Conventional risk reduction strategies are sub-optimal because of the amount of return you must leave on the table. You seek uncorrelated and lower drawdown strategies, without sacrificing return premium.
SURPASS CONVENTION
Conventional risk reduction strategies are sub-optimal because of the amount of return you must leave on the table. You seek uncorrelated and lower drawdown strategies, without sacrificing return premium.
Stop Compromising.
Start Scaling.
DATA > FEELINGS
Our Data > Feelings commitment means we stick to our process—always—because markets don’t reward emotion; they reward consistency.
DATA > FEELINGS
Our Data > Feelings commitment means we stick to our process—always—because markets don’t reward emotion; they reward consistency.
Real Tactical
At Potomac, our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
Real Tactical
At Potomac, our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
Quantitative Process
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Quantitative Process
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
No gut calls. No guesswork.
No gut calls. No guesswork.
Strategies built to conquer risk®
Strategies built
to conquer risk®
1
Wide Availability
Find us at your favorite TAMP or Model Marketplace.
2
Win by losing less
When you protect the downside, the upside takes care of itself.
3
safer with Guardrails
A model optimization tool, provided at no cost.
A pioneer in active
risk-managed investing
A pioneer in active
risk-managed investing
A pioneer in active
risk-managed investing
Potomac was founded on the belief that risk can be managed by smart ideas and smart people.
Potomac was founded on the belief that risk can be managed by smart ideas and smart people.
Potomac was founded on the belief that risk can be managed by smart ideas and smart people.
Real Tactical Strategies
20+ Year track record
As of November 1st, 2025**
$3B+ AUM/AUA**
Unfiltered Takes.
Tactical Thinking.
Unfiltered Takes.
Tactical Thinking.
When we learn from our peers we make everyone better.
You Bring the Questions.
We’ll Bring the Strategy.
You Bring the Questions.
We’ll Bring the Strategy.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
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© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.
BE IN THE KNOW
Receive our market insights, news, and perspectives, directly in your inbox.
© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.
Be in the know
Receive our market insights, news, and perspectives, directly in your inbox.
© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.