Funds
Designed to tactically adjust their holdings to match the current market environment, the Potomac Funds are Built to Conquer Risk®
Built to Conquer Risk®
Potomac provides real tactical management with a differentiated investing experience rooted in data, discipline, and transparency.
we're a pioneer in active
risk-managed investing
1987
Year founded
$5B+
Assets under management
>3,000
advisors Served
As of 08/31/2026
available on all your favorite platforms
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.
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.
we put data > feelings
Potomac was founded on the belief that risk can be managed by smart ideas and smart people. We’re an active asset manager built for advisors who want to grow without the gut-wrenching drawdowns. Risk-managed strategies, performance-focused decisions, and an edge that cuts through the fluff.
let's conquer risk together
STRATEGIES
Tactical, unconstrained, and risk-aware strategies engineered to limit drawdown using affiliated mutual funds.
SDBA
Bring active, risk-managed investing to self-directed brokerage accounts inside employer retirement plans.
GUARDRAILS
Risk software with a backbone — real, testable maximum-drawdown limits that keep portfolios on course. Free for advisors with assets at Potomac.
TAMP
Potomac Union is a turnkey asset management platform (TAMP) delivering institutional-grade strategists, cutting-edge technology, and full lifecycle support—from proposal generation to reporting.
exclusive advisor
only webinar
OCt 20th 2026 | 2-3PM ET
Join Senior Economic Strategist Shawn Snyder and special guest Steve Pavlick, Principal at Mindset and Washington Policy Advisor to Renaissance Macro Research, to learn what the 2026 midterms could mean for policy, markets, and portfolios.
Real perspective on the markets, the industry, and the ideas driving our approach.
