Operations Associate
Annie Watson
Operations Associate
Annie Watson
Lover of the outdoors and anything on the water. Annie enjoys going on adventures with her family, and spending time with her dogs.
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64
Puppies
raised
It’s All About Timing:
Why Birth-Date Luck Should Matter to Investors
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated.
The Strategy, the funds,
the funds, the Strategy
A question keeps popping up regularly with our advisors: should they use our strategies or our funds? The answer is yes, and it depends.
Why Potomac Funds
Aren’t an ETF
We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution.
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Having experience within multiple roles in the RIA structure, Annie has found her passion to be on the Operations side with a passion for advisor experience and client relationships.
- Fishing 98%
- Jet Skiing 83%
- Dog Mom Extraordinaire 100%
CONNECT WITH ME!
DM < EMAIL
@anniewatson