Potomac Fund Management, Inc. (“Potomac”), a distinguished investment strategist has exceeded $1.6 billion in AUM/AUA. The milestone underscores Potomac’s commitment to delivering cutting-edge investment solutions amidst dynamic market landscapes.

Potomac’s excellence is evidenced by the continuing integration of their tactical investment strategies among TAMPs and Model Marketplaces across the industry. Notably, Potomac’s investment strategies were most recently made available on Advyzon’s Model Marketplace (Nucleus) and Pershing’s Managed 360 platform.

Additionally, Potomac’s Bull Bear strategy was added to the SMArtX Select List as a Gold Manager.

Potomac continues to expand nationally and works with companies to add risk-managed solutions. In an era marked by the bond market's unprecedented bearish streak, financial advisors are desperately searching for risk-managed, low-correlation solutions.

“The largest TAMPs are saturated with highly correlated buy-and-hold strategies. They don’t need another passive solution when you can just buy the market for 3bps,” said Manish Khatta, CEO of Potomac. “TAMPs are actively searching for alternative strategies that can effectively manage risk.”

Potomac’s model strategies enable advisors to seamlessly complement passive positions and effectively dampen market volatility. Potomac manages over $1.6B in AUM/AUA as of 3/31/24.

To learn more about Potomac Fund Management, click here.

About Potomac Fund Management

Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors. Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it is about feeling confident as you get there.

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