By
Potomac
•
Oct 8, 2024
MIAMI, FL (October 8th, 2024) - Potomac Fund Management, Inc. ("Potomac"), is proud to announce availability of their Bull Bear strategy on the Model Wealth Portfolios (MWP) platform at LPL Financial, the largest independent broker dealer by assets in the United States.
Founded in 1987, Potomac is a pioneer in actively managed tactical strategies that are Built to Conquer Risk®. The firm's approach seeks to help limit devastating bear market losses that can be hard to recover from.
"Broker Dealer investment platforms have a plethora of Beta plays, that provide market exposure. However financial advisors are actively searching for alternative, and complementary, strategies that can effectively manage risk and reduce correlation" said Manish Khatta, CEO of Potomac. "Potomac is proud to bring our tactical approach to LPL advisors through our Bull Bear strategy."
Potomac manages over $1.7B in AUM/AUA as of 6/30/24. To learn more about Potomac, click here.
About Potomac
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.
Media Contacts
Christopher Norton
cnorton@potomacfund.com
(888) 768-6622
PFM-539-20241008
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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