By
Potomac
•
Nov 26, 2024
MIAMI, FL (November 26, 2024) - Potomac is excited to announce that its Bull Bear strategy is now available on the GeoWealth model marketplace, expanding access to a key tactical strategy for advisors utilizing GeoWealth's technology.
"While many TAMP platforms emphasize traditional beta market-exposure strategies, we're seeing a growing demand from advisors seeking uncorrelated tactical solutions that prioritize risk management," said Manish Khatta, CEO of Potomac. "Our partnership with GeoWealth allows us to deliver diversification from broad market trends with our Bull Bear strategy."
Founded in 1987, Potomac has been a pioneer in actively managed, tactical investment strategies that are Built to Conquer Risk®.
"Our approach is grounded in the understanding that every investor's needs are unique, yet all share a common goal: to avoid catastrophic losses and preserve long-term financial security," added Jeff Goodnow, Chief Growth Officer. "With our tenured expertise, we empower advisors to navigate any market environment with confidence using our risk managed solution with 22 years of real experience."
Potomac manages over $1.7B in AUM/AUA as of 6/30/24. For more information on Potomac's tactical strategies and risk management approach, visit potomac.com.
About Potomac
Potomac Fund Management ("Potomac") was founded in 1987 and provides financial advisors access to tactical investment solutions. Our investment philosophy focuses on generating risk-adjusted market returns. A focus on risk-adjusted returns smooths out the wild market rollercoaster and ultimately, you win by not losing. By following a defined process, we can systematically generate returns without the catastrophic bear market losses that passive investors must incur regularly.
Media ContactsChristopher Norton christopher@potomac.com
(888) 768-6622
PFM-541-20241115
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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