Our Reasons

Since the firm was launched, Potomac has developed an extensive track record of impressive results.

This continuous record of success is one of the most important factors you should consider when selecting a money manager, as it demonstrates consistency and experience.

Our investment committee has more than 60 years of combined experience as active participants in world stock markets.

Our track record features actual client returns, net of all fees. Investment advisors should never use a product that reports hypothetical results.

After all, these days you can optimize any computer trading program to give you the desired back-tested results.

For starters, our advisors enjoy the simple fact that they can pick up the phone, call us, and get an answer. There's no email form to complete, no confirmation numbers, no phone transfers among different departments.

Our business model is simple. We choose to work with fewer advisors and as a result have deeper, more meaningful relationships with them.

Our management strategies allow us the ability to go anywhere in order to meet our investment goals.

This is important because in today's fast-changing market environment, you must have the freedom to use any asset class at any time. Stocks, bonds and even cash all are necessary to properly manage risk.

In addition to these primary advantages, we provide our advisors with the following:

• A dynamic back-office system that provides daily access to all client-related information, including performance and position reporting.
• Exclusive marketing commentary provided personally by our Investment Committee.
• Stand-alone marketing and educational resources.
• A proposal system tailored to the needs of your business and your clients.