By
Potomac
•
Aug 6, 2024
MIAMI, FL (August 6th, 2024) - Potomac Fund Management, Inc. ("Potomac"), a distinguished investment strategist, is excited to announce that their four Model Strategies-Bull Bear, Guardian, Income Plus, and Navigrowth-are now available to access for zero basis points on the Altruist Model Marketplace.
This news, announced by Altruist last week, highlights Potomac's commitment to bringing risk-managed solutions to financial advisors in new ways.
"In an era marked by the bond market's unprecedented bearish streak, financial advisors are desperately searching for risk-managed, low-correlation solutions" said Potomac CEO/CIO Manish Khatta. "Through this no-cost partnership with Altruist, advisors are able to access these solutions for free, relative to any front-facing strategist fee."
Potomac's model strategies enable advisors to seamlessly complement passive positions and effectively dampen market volatility. Potomac manages over $1.7B in AUM/AUA as of 5/31/24.
To learn more about Potomac's Strategies, click here.
About Potomac Fund Management
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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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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