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™.

see it in action

The Problem

Why Traditional Risk Tools Fail

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.

What You Get

What Makes Guardrails Different?

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.

Core Features

Model Building

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

Blended INVESTMENT THEMES

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

Optimization Tool

One-click Maximum Drawdown and Annual Return optimizer

Custom Stats

Choose metrics that matter to you

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.

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.