MIAMI, FL (July 25, 2023) – Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that both its model strategies and mutual funds are now available on the FMAX platform. This news comes on the heels of the recent announcement that Potomac has recently surpassed $1billlion in AUM.
Potomac develops investment strategies designed to “win by losing less,” providing a tactical solution to help protect against market risk. The goal is to deliver competitive returns with less downside risk. Potomac’s risk management models seek to help advisors build and preserve wealth — by matching the right strategy or combination of strategies to each investor’s needs.
“Momentum begets momentum, and the TAMP platforms are starting to realize the importance of adding tactical strategies that are less correlated to the overall market.,” said Jeff Goodnow, Chief Growth Officer. “And for the advisor-as-manager, we are pleased that our underlying mutual funds are now available at FMAX as well.”
Potomac was founded in 1987, and has been a pioneer in active risk-managed investing with the experience and expertise to help advisors align the correct allocation for any given market condition. Potomac’s work is driven by the understanding that every investor is unique, but each want to avoid catastrophic losses.
“With decades of money management experience, we have tenured expertise in the ability to understand the movements of price, in the marketplace, while ignoring the headlines and noise of the day.” said Manish Khatta, Chief Executive Officer.
Potomac’s strategies and mutual funds provide users of the FMAX platform a diverse offering to help conquer risk for their clients.
To learn more about Potomac Fund Management, click here.
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors. Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it is about feeling confident as you get there.
Potomac Fund Management ("Company") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. The company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company website or incorporated herein, and takes no responsibility for any of this information. The views of the Company are subject to change and the Company is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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