Potomac Advisors, Inc.

Overview

Potomac Advisors, Inc. is a small, privately owned advisory corporation that manages discretionary portfolios for individual and family clients as well as institutional investment companies. The firm’s core service set centers on traditional portfolio management for individuals and small businesses and extends to managing assets for investment companies. The ADV indicates the firm also provides market timing services, suggesting tactical positioning can be part of its client programs. Investment activity is concentrated in public pooled vehicles. Manager allocations emphasize third-party mutual funds and public fund strategies as the primary building blocks of client portfolios. At the same time, the firm supplements public-fund exposure with selected alternative allocations—principally real estate, commodities, and oil & gas—sourced through external fund managers. Potomac Advisors does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices