Potomac

We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution. Potomac’s tactical investment strategies involve frequent trading in a way that could make the ETF structure less advantageous. While future technological advancements may allow strategies like ours to fully benefit from the tax advantages of ETFs, mutual funds remain the most suitable format for Potomac’s approach. Read the blog: https://lnkd.in/gmMj6ZWp

We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution. Potomac’s tactical investment strategies involve frequent trading in a way that could make the ETF structure less advantageous. While future technological advancements may allow strategies like ours to fully benefit from the tax advantages of ETFs, mutual funds remain the most suitable format for Potomac’s approach. Read the blog: https://lnkd.in/gmMj6ZWp

So true we put it on a shirt.

Last year we laid out a transformative plan to launch Potomac 2.0. My role is to make tough decisions to look ahead at the next 5-10 years and set a course for success. The plan was laid out in phases, and we are recognized it could take up to 18 months to complete. ➡️ Phase 1: Kickoff a Return to Office. No need to debate, I had my reasons. ➡️ Phase 2: Introduce the EOS framework to introduce more corporate structure, transparency, and accountability. ➡️ Phase 3: Remake the staff by focusing on insanely talented and driven people who share our core values. Then set a plan to reinvest in these people. *It’s been bumpy, but we are getting there. ➡️ Phase 4: Dramatically increase our sales team headcount and talent, to keep up with new distribution partners. ➡️ Phase 5: Get back to our content roots that helped us 10x our firm in 5 years. This includes a studio build out and staff increases. ➡️ Phase 6: Reinvigorate the Events department because face to face matters. This includes our annual conference doubling in size, Commander’s suite (#JD5), regional meetings, and the soon to be launched Potomac University. No one ever said that building a business is easy. Everyone has an opinion. But in the words of the great Dan Quinn... “There’s nothing I enjoy more than doing hard shit with good people,”

The last slide from our new booth video. Potomac, often imitated, never duplicated.

Episode seven of our advisor showcase, "Who Are You?" is out now!  https://lnkd.in/gsD6gvdA Join Potomac host and CMO Christopher Norton as he embarks on a special adventure with guests, financial advisors Alisa Zelaya-Perez and Gilbert Perez in a 1989 Jeep Grand Wagoneer.   In this episode, we journey to Cowtown Winery in the Fort Worth Stockyards for a glass of wine and a deep dive into their incredible story.

Imagine, if you will, one of the most turbulent times in the market (at least in recent memory) and your advisor straight-up won't answer the phone... The next episode of, "Who Are You?" is fascinating, both in learning how Alisa Zelaya-Perez and Gilbert Perez navigate work/life as a married couple running an advisory practice, and how they set out to be the anti "won't answer the phone" advisor. There is also a Grand Wagoneer that sometimes works. Episode drops Thursday.

Today, we celebrate the incredible women around the world, and especially the amazing women at our company. Your dedication, talent, and hard work shape who we are as a team, and we couldn’t be prouder to have you as part of our Potomac team. Here’s to strong women everywhere—today and every day! 💪 #InternationalWomensDay #IWD #IWD2025

Potomac has been named to the 1Q2025 SMArtX Select List. Read all about it, here: https://lnkd.in/gMgDmm4R

The team continues to expand! If you're looking to join a fast-moving, fast-growing company, we have multiple open positions across departments!