Potomac Fund Management
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
777 Brickell Ave Ste 500-9455, Miami, Fl...Phone Number
(888) 768-6622Website
www.potomacfund.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Potomac Fund Management
Potomac Fund Management, Inc. specializes in providing investment strategies and tactical management for financial advisors, focusing on risk reduction and a disciplined, data-driven approach. The company offers a range of funds and tools designed to optimize investment performance while minimizing downside risk. With a commitment to transparency and consistency, Potomac aims to deliver a differentiated investing experience that prioritizes facts over emotions. Headquartered in Bethesda, MD, Potomac has over 20 years of experience and manages assets exceeding $3 billion.Explore more
Popular SearchesPotomac Fund Management IncPotomac Fund ManagementPotomac Investment TrustPotomac Asset ManagementPotomac Asset Management Company IncSIC Code 62,628NAICS Code 52,523Show morePotomac Fund Management Org Chart
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Potomac Fund Management Tech Stack
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Potomac Fund Management News & Media
Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA
CHICAGO--(BUSINESS WIRE)-- #CRM--Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists to their platform, including BlackRock, Dimensional Fund Advisors, Potomac Fund Management, and Invesco Advisers, Inc. “Our continued focus is on providing advisors easy access to the tools and services they need,” said Meghan Holmes, Chief Operating Officer at AIPotomac Blows past $1.2 billion, Launches on Two New Distribution Channels and Sets Stage for the Next Chapter
MIAMI--(BUSINESS WIRE)--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. “As much as we have accomplished in the past three years, we’re just getting started,” said Jeff Goodnow, Chief Growth Officer of Potomac. “Expanding the availability of our funds and models, paired with the growingPotomac Model Strategies Now Available at American Trust Custody (Formerly Mid-Atlantic)
MIAMI--(BUSINESS WIRE)--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. “We know that ModelxChange has sought to provide access to ETF and mutual fund model portfolios froAxos Advisor Services Adds Potomac Fund Management to Money Manager...
RIA custodian continues to diversify and expand MMX program for financial advisors (PRWeb April 04, 2023) Read the full story at https://www.prweb.com/releases/2023/4/prweb19254976.htm
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Potomac Fund Management, Inc. specializes in providing investment strategies and tactical management for financial advisors, focusing on risk reduction and a disciplined, data-driven approach. The company offers a range of funds and tools designed to optimize investment performance while minimizing downside risk. With a commitment to transparency a... Read More
