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 Contacts
Christopher Norton
christopher@potomac.com
(888) 768-6622
Potomac Fund Management ("Company") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. The company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company website or incorporated herein, and takes no responsibility for any of this information. The views of the Company are subject to change and the Company is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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