Our strategies
Find the Right Fit
Find the Right Fit
Every client has a different tolerance for risk. These four models help you match the right one to the right moment.
Bull Bear
Guardian
Income Plus
Navigrowth
Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Holdings as of 12/31/2025
Model Type
Tactical Allocation
Inception Date
01/01/2000
Morningstar Ticker
F00000MKBG
Requirements
Account Minimum
None
Model Fee
0 bps*
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
4
Bull Bear
Guardian
Income Plus
Navigrowth
Guardian is a tactical growth strategy with the goal of conservatively participating in equity markets, while avoiding catastrophic bear market losses.
strategy Basics
Holdings as of 12/31/2025
Model Type
Tactical Allocation
Inception Date
01/01/2000
Morningstar Ticker
F00000MKBG
Requirements
Account Minimum
None
Model Fee
0 bps*
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
4
Bull Bear
Guardian
Income Plus
Navigrowth
Guardian is a tactical ‘moderate growth’ strategy with the goal of systematically pursuing growth, in the equity markets, while avoiding catastrophic Guardian market losses.
strategy Basics
Holdings as of 12/31/2025
Model Type
Tactical Allocation
Inception Date
01/01/2000
Morningstar Ticker
F00000MKBG
Requirements
Account Minimum
None
Model Fee
0 bps*
portfolio Composition
Investment Vehicles
Mutual Funds
Typical Holdings
4
You Bring the Questions.
We’ll Bring the Strategy.
You Bring the Questions.
We’ll Bring the Strategy.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
Want to Talk Now?
Call your regional sales contact — we actually pick up the phone.
Schedule a Meeting
No back-and-forth. Book a meeting with our team right in your calendar.
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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.