Invest confidently with strategies that seek to limit loss.
Our tactical strategies utilize affiliated mutual funds that are built with four key concepts in mind:
– Rotate among ETFs
– Select from the US and international assets without constraints
– Use more volatile 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
Morningstar
Managed360®
Sanctuary One
SMArtX
Union
The Marketing Magic
of Income Funds
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as…
We Plan,
The Market Laughs
I would argue that the three events described above, on their own, fit the bill for something the market should hate—let alone all three…
Rate Cut
Narratives
Data can always be manipulated to support a particular opinion, so we aim to take an objective look and let the data inform our conclusions.
Expect
the Unexpected
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected.
Indicator
Roulette
Many analysts and commentators decide whether to be bullish or bearish, and then will choose the indicator that best suits that view.
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
Not all Momentum
is the Same
When it comes to investing, momentum is the velocity of price change over time. Money managers may use momentum to identify…
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
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