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

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

The firm provides discretionary portfolio management primarily for individual investors and families and administers individually managed accounts. It also manages a large charitable trust, a client type that is less common among peers, and clients receive custodian account statements plus quarterly managed-account reports from the firm. The firm follows a conservative, buy-and-hold investment approach that emphasizes capital preservation: equity selections use a value-oriented screening and fixed-income allocations are limited to U.S. Treasury securities, often implemented as intermediate-term ladders. It avoids derivatives, margin, and short-term trading, and conducts regular reviews of accounts to monitor alignment with client objectives. Distinctive aspects include the inclusion of a charitable trust in its client mix, a long-established practice led by an advisor who holds the CFA designation, and a limited public digital presence (no website or social media). The firm relies on a mainstream custodian relationship without soft-dollar arrangements, does not vote proxies on clients’ behalf, and provides account access and reporting through the custodian and its own periodic reports.

To learn more about the advisors currently working at Potomac Investment Management, 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.