A complete list of active advisors currently associated with Potomac Advisors, Inc.

Warmer can help you find a great advisor at Potomac Advisors, Inc. or one who fits your needs even better.

Potomac Advisors serves primarily individual investors and, occasionally, pension and profit-sharing plans, trusts, estates and business entities, while also providing market-timing signals and allocation recommendations to unaffiliated registered advisers. The firm additionally acts as a sub-adviser to a registered investment company. Its investment approach combines proprietary, quantitative EVO strategies that generate mechanical buy/sell signals with a Tactical Asset Allocation framework that uses quantitative screening and discretionary technical analysis. Under the signal-providing and sub-advisory arrangements the strategies are delivered as stand-alone signals for primary advisers to implement, whereas supervisory management for retail clients is tailored through a suitability questionnaire and account-specific allocations. The firm is unusual among peers of its size because it licenses market‑timing signals to other advisers and serves as a sub-adviser, while maintaining a comparatively small regulatory AUM and a substantially larger amount of outside assets managed by primary advisers using its signals. Its EVO programs use concentrated, often “all‑in” allocations to leveraged and inverse mutual funds and incorporate explicit stop‑loss mechanics, a combination of features that differs from more conventional buy‑and‑hold advisors.

To learn more about the advisors currently working at Potomac Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.