Articles from Potomac Fund Management, Inc.

Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-management solutions, today announced that its suite of model strategies is now available on the Axxcess Platform.

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 Fund Management, Inc. (“Potomac”), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails.

Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce its Conquer Risk mutual funds are now available at Interactive Brokers, and both its mutual funds and model strategies are now available at Fusion Capital Management.

Potomac Fund Management, Inc. (“Potomac”) announced that as of today, their model strategies are now available on the ModelxChange platform, created by American Trust Custody (formerly Mid-Atlantic). As a web-based interface, ModelxChange is designed to help professional money managers, investment advisors, and plan recordkeepers at the forefront of the 401(k) marketplace.

Potomac Fund Management, Inc. (“Potomac”), an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”

Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software built for modern advisors and their clients.

Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that its model strategies are now available on the FMAX and Amplify platforms. This news comes on the heels of the recent announcement that Potomac has recently launched on the Orion Portfolio Solutions platform.

Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that its model strategies are now available on the Orion Portfolio Solutions (OPS) platform, one of the largest TAMPs in the industry.

Potomac Fund Management, Inc. (“Potomac”), an investment strategist and TAMP, unveils a new toolkit for financial advisors, “Research by Potomac.”

Potomac Fund Management, Inc. (“Potomac”), an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get financial advice from well-known advisor Vance Barse, CPWA, AIF, and offers a stipend of up to $400 for support in doing their taxes each year.

Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, has hired a new research analyst – Drew Wells, CMT, CIMA – to bolster its research program as the firm plans to unveil a new research offering for financial advisors in Q1 2022.

Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, unveiled its new virtual community Insight by Potomac, a digital destination driven by intuitive software for its financial advisors that centralizes their vital tools, content and client communications while providing quick access to its database of resources and executive-level support from Potomac’s team.

Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, today placed its values front and center on its website in a bid to show it truly leads with transparency.

Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, is pleased to announce that the assets in its product suite on the Envestnet platform have risen by almost 1,000% since March 2020.