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Featured in the award-winning partner store

Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.

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Model subscriptions are designed to let your brand shine. Whether you’re directly following Potomac strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business. 

Potomac Fund Management Strategies

Tactical Management to reduce risk and avoid catastrophic losses so you can win by not losing!

Potomac Fund Management was founded in 1987 and provides financial advisors access to tactical investment solutions.

Our investment philosophy focuses on generating risk-adjusted market returns. During a strong bull market, it’s not very difficult to make money. But how much of that money do you hang on to during the following market downturn? A focus on risk-adjusted returns smooths out the wild market rollercoaster and ultimately, you win by not losing.

We take the emotion out of investing with a rules-based approach. By following a defined process, we can systematically generate returns without the catastrophic bear market losses that passive investors must incur regularly.

Tactical Asset Allocation Strategies:

  • Tactically rotate among various mutual funds and ETF’s. 
  • Unconstrained asset class selection both domestically and international.
  • Specialty investments, with greater volatility, will be used from time to time to hedge risk and provide for smoother returns.
  • Risk managed policies employ the use of cash during adverse conditions; these positions could at times be 100%.
  • Pricing: $399 per strategy per month.
  • Extensive use of NPF funds where applicable.

 

Market Timing Strategies:

  • Highly concentrated and invests in a single security.
  • Systematic trading using technical analyst based quant systems.
  • Risk managed policies employ the use of cash. These positions could at times be 100%.
  • Pricing: $399 per strategy per month.
  • Use of NPF funds where applicable.

 

Learn More

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