Protection From Risk,
When You Need It Most

Just like real guardrails keep drivers from veering off course, Guardrails is built to keep investments on track. It’s risk software with a backbone—Built to Conquer Risk®.

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Why Traditional Risk Tools Fail

Overhyped

Let’s be honest: most “risk analysis” tools are just marketing in disguise

Arbitrary scores

Fluffy, subjective scores built on vague assumptions and black-box logic

Zero clarity

If you need a white paper to explain how it works, you’ve already lost

A desktop computer monitor displaying a financial web application with a dark user interface sits on a clean wooden desk. The upper half of the screen shows a line graph tracking two growth curves over time with yellow and purple lines. Below the chart, a "Correlation Matrix" table features grid cells highlighted in yellow, grey, and white data points. A silver apple keyboard and wireless mouse rest on the desk in front of the screen. The background shows a minimalist, warmly lit room with two potted green plants on a side table near a window.

core features

stay on track
with guardrails

Model Building

Save, track, and re-use your most common investment blends

Optimization Tool

One-click Maximum Drawdown and Annual Return optimizer

Blended INVESTMENT THEMES

Intelligently mix and match investments that are great alone but better together

Custom Stats

Choose metrics that matter to you

What Makes Guardrails Different?

actual math

We use actual math—maximum drawdown, a real, testable, non-subjective number. It defines a portfolio's risk tolerance in clear terms, creating bands of acceptable risk. From there, Guardrails allows advisors to compare models built of investments across SMA’s, mutual funds, ETFs, and stocks, within those limits.

100% Free

We’re not a FinTech firm with a subscription hook. Every advisor with assets at Potomac gets Guardrails—100% free. No trial periods, no upsells, and definitely no bait and switch. Just real tools for real risk management.

optimized returns

Drawing on decades of OCIO experience, Potomac built the Guardrails Model Optimizer to help fine-tune allocations. It’s not just about risk—it’s about optimizing returns within defined boundaries, so investment models stay on course no matter what the market throws at them.