Potomac Blows Past $1.2 Billion and Sets Stage for the Next Chapter

Potomac

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Sep 19, 2023

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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.

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Disclosures

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.

Opinions expressed are current as of the date of publication and may change without notice. Information obtained from third‑party sources is believed to be reliable, but Potomac does not guarantee its accuracy or completeness and is not responsible for any third‑party content referenced or linked in this material.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com/disclosures.

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