BETHESDA, MD, October 27, 2026 – Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-management solutions, announced today that its Income Plus strategy is now available on LPL Financial’s Model Wealth Portfolios (MWP) platform.
Income Plus takes a tactical approach to total return, offering advisors an alternative to holding traditional bonds across all market environments. The strategy can adjust its exposure across fixed income, alternative investments, and cash as conditions change, while maintaining a focus on low daily volatility and risk management.
“Why should advisors have a strategic allocation to bonds at all times?” asked Dan Russo, CIO of Potomac. “Our philosophy is simple: Buy bonds when they’re working. When they stop working, the strategy has the flexibility to rotate. That’s what Income Plus was built to do, and bringing it to LPL’s MWP platform gives advisors another way to manage the fixed-income side of client portfolios.”
Income Plus joins Potomac’s Bull Bear strategy on LPL’s MWP platform, expanding the tactical investment solutions available to LPL advisors. Potomac first made Bull Bear available on MWP in October 2024, and adding Income Plus reflects the firm’s continued efforts to broaden advisors’ access to strategies for evolving market conditions.
Potomac manages $5B as of August 2026. To learn more about Income Plus, please visit: Income Plus information page.
About Potomac Fund Management
Headquartered in Bethesda, Maryland, Potomac is an SEC-registered investment advisor specializing in quantitative, risk-managed portfolio solutions for financial advisors. By combining institutional-grade investment expertise with a quantitative process, Built to Conquer Risk®, Potomac delivers differentiated tactical management rooted in data, transparency, and discipline.
Media Contact:
Christopher Norton
christopher@potomac.com
(888) 768-6622
