Invest confidently with strategies that seek to limit loss

Invest confidently with strategies that seek
to limit loss

Invest confidently with strategies that seek
to limit loss

Every investor wants to make money—but not everyone can stomach the ride. The market is one of the greatest engines of wealth, but gut-wrenching drawdowns can derail even the best-laid plans.

How our strategies work

Win by Losing Less

Win by Losing Less

Win by Losing Less

Our strategies are built differently. They’re tactical, unconstrained, and risk-aware, using affiliated mutual funds that follow four core principles.

Our strategies are built differently. They’re tactical, unconstrained, and risk-aware, using affiliated mutual funds that follow four core principles.

Our strategies are built differently. They’re tactical, unconstrained, and risk-aware, using affiliated mutual funds that follow four core principles.

Core Principles

Core Principles

Rotate across ETFs and futures based on market conditions

Select globally, including U.S. and international exposure

Use specialty investments to
hedge risk when it matters most

Employ cash—up to 100%— when conditions turn hostile

Four strategies

Engineered to limit maximum drawdown

Engineered to limit maximum drawdown

Engineered to limit
maximum drawdown

We don’t chase benchmarks. We manage risk first—because recovering from big losses is harder than avoiding them in the first place.

Bull Bear

Guardian

Income Plus

Navigrowth

Bull Bear is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.

strategy Basics

Holdings as of 12/31/2025

Model Type

Tactical Allocation

Inception Date

06/01/2002

Morningstar Ticker

F0000S8W1

Requirements

Account Minimum

None

Model Fee

0 bps*

portfolio Composition

Investment Vehicles

Mutual Funds

Typical Holdings

4

80%6.66%6.67%6.67%CRDBXCRMVXCRTBXCRTOX

Bull Bear

Guardian

Income Plus

Navigrowth

Bull Bear is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.

strategy Basics

Holdings as of 12/31/2025

Model Type

Tactical Allocation

Inception Date

06/01/2002

Morningstar Ticker

F0000S8W1

Requirements

Account Minimum

None

Model Fee

0 bps*

portfolio Composition

Investment Vehicles

Mutual Funds

Typical Holdings

4

80%6.66%6.67%6.67%CRDBXCRMVXCRTBXCRTOX

Bull Bear

Guardian

Income Plus

Navigrowth

Bull Bear is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic bear market losses.

strategy Basics

Holdings as of 12/31/2025

Model Type

Tactical Allocation

Inception Date

06/01/2002

Morningstar Ticker

F0000S8W1

Requirements

Account Minimum

None

Model Fee

0 bps*

portfolio Composition

Investment Vehicles

Mutual Funds

Typical Holdings

4

80%6.66%6.67%6.67%CRDBXCRMVXCRTBXCRTOX

Ready to get started?

Find our strategies

Find Us at Your Favorite TAMP

and Model Marketplace

Find Us at Your Favorite TAMP and Model Marketplace

Find Us at Your Favorite TAMP and Model Marketplace

my advice

architect

envestnet

model wealth

portfolios (MWP)

Orion Portfolio

Solutions

403(b)

Adhesion

Nucleus

Altruist

ModelxChange

Amplify

Workplace

Retirement Platforms

Axiom RIA

Money Manager

X-Change (MMX)

Orion Communities

FMAX and Separate

Acct. Network

Fulcrum Equity

Management

Geowealth

morningstar

Managed360®

Sanctuary One

SmaRTX

UNION

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© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.

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© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.

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© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.