by Potomac | Mar 3, 2022 | Advisors, Investment Management
When Shelly Brockman, Potomac’s Business Development Associate, entered the industry 20 years ago, she remembers how wives were rarely involved in client meetings; advisors solely worked with the head of the household; and most of the time, the breadwinners ended up...
by Potomac | Feb 15, 2022 | Martina, Podcasts
The (Christopher-less) Marketing Team discusses the importance of building a well-rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this...
by Potomac | Feb 9, 2022 | News, Press Release
Miami, FL, February 9th, 2022 – Potomac Fund Management, Inc. (“Potomac”), an investment strategist firm for financial advisors, added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP. As a widely respected distribution amongst many TAMPs...
by Potomac | Feb 7, 2022 | Advisors, Press Release
Potomac’s values can be summed up in one sentence: if you lead with empathy, you’ll always create the best path forward when it comes to your employees. Taking care of our employees is at the core of everything we do. That’s why we are honored to have been recognized...
by Potomac | Jan 20, 2022 | Advisors
Ask any of your peers, former colleagues, or friends if they’ve struggled with keeping themselves and their team organized. You’ll find that 99% of people will utter a one-worded sentence: yes. Every company at some point will find itself in organizational...
