Potomac is Entering the Self Directed Brokerage Account Market

  • 75 bps payout to financial advisors.

  • All Potomac strategies available.

  • Access to our powerful Guardrails software for:

    • Model Analytics

    • Proposal Generation

    • Paperless Account Opening

    • Potomac Strategy blending (Sleeve Trading)

  • Business conducted via our TAMP solution, Potomac Union.


The Details:

  • 75 bps payout to financial advisors.

  • All Potomac strategies available.

  • Access to our powerful Guardrails software for:

    • Model Analytics

    • Proposal Generation

    • Paperless Account Opening

    • Potomac Strategy blending (Sleeve Trading)

  • Business conducted via our TAMP solution, Potomac Union.


The Details:

  • 75 bps payout to financial advisors.

  • All Potomac strategies available

  • Access to our powerful Guardrails software for:

    • Model Analytics

    • Proposal Generation

    • Paperless Account Opening

    • Potomac Strategy blending (Sleeve Trading)

  • Business conducted via our TAMP solution, Potomac Union.


The Details:

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© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.

Be in the know

Receive our market insights, news, and perspectives, directly in your inbox.

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.

BE IN THE KNOW

Receive our market insights, news, and perspectives, directly in your inbox.

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.