Invest confidently with strategies that seek to limit loss.
Our strategies are tactical and unconstrained. Each utilize affiliated mutual funds that are built with four key concepts in mind:
– Rotate among ETFs, Mutual Funds, and Futures Contracts
– Select from US and international assets
– Use more specialty investments to hedge risk
– Employ cash during adverse conditions — up to 100%
Every investor is unique.
But each want to avoid major losses.
Potomac offers a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.
It’s why we designed our strategies to help limit devastating losses that can be hard to recover from. Our philosophy is “Win by Losing Less,” and our goal is to deliver competitive returns with less downside risk.
Four strategies built to limit maximum drawdown
Click an icon below to explore each strategy.
Bull Bear
Guardian
Income Plus
Navigrowth
Insights from the Potomac team straight to your inbox.
Win by Losing Less
When it comes to investing, risk is often overlooked.
Impact of Risk
Investors tend to focus on total return without considering risk.
Build and Preserve Wealth
Every investor is unique, but no one likes catastrophic losses.
Find Us at Your Favorite TAMP and Model Marketplace
Envestnet
FMAX and Separate Acct. Network
Model Wealth Portfolios (MWP)
Orion Portfolio Solutions
403(b)
Adhesion
Nucleus
Altruist
ModelxChange
Amplify
Workplace Retirement Platforms
Axiom RIA
Money Manager X-Change (MMX)
My Advice Architect
Orion Communities
Fulcrum Equity Management
Fusion Capital Management
Geowealth
Morningstar
Managed360®
Sanctuary One
SMArtX
Union
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an OCIO
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Building a
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It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
A Message From
the CEO
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
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How We Manage Money
to Reduce Risk
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A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
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Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
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the Narrative(s)?
If we were in the business of selling narratives (which we’re not) this is the one that we would be pitching.
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
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