By
Jeff Goodnow
•
Jan 21, 2020
Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all:
Why is the share class concept important to us as an RIA?
Why are there so many?
Top 4 share classes for Reps and Advisors
What's the future look like from our perspective?
We hope you enjoy and follow us on this journey!
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Show Notes:
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Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
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