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 from many of the top asset managers in the world.” said Jeff Goodnow, Chief Growth Officer of Potomac. “We are thrilled to bring Potomac’s quantitative approach to the ModelxChange Gallery, arming Advisors with a model portfolio solution built to conquer risk.”
Potomac develops investment strategies designed to “win by losing less,” providing a tactical solution to help protect against market risk. The goal is to deliver competitive returns with less downside risk. Potomac’s risk management models seek to help advisors build and preserve wealth — by matching the right strategy or combination of strategies to each investor’s needs.
“That commitment to building models suitable for client risk was a place where we saw a lot of common ground,” says Manish Khatta, CEO and CIO of Potomac. “That’s why our mission, ‘Built to Conquer Risk,’ is more than a slogan–we aim to sidestep major market losses. Our investment approach places odds in favor of success through being flexible with portfolio allocations and trading based on time-tested, quantitative model of indicators. We’re excited to make our models available to the ModelxChange advisor community.”
About American Trust Custody
AmericanTCS and its businesses collectively date back almost 40 years and provide industry-leading financial services to the American workforce. AmericanTCS delivers a wide array of custody and trust, retirement services, wealth management, and technology software automation to a diverse national client base through its businesses. With over $120 billion in assets custodied, $17 billion in recordkeeping assets, and $1.6 billion under wealth management and fiduciary services, all of the operations that comprise AmericanTCS share a common mission: to create financial security for all Americans. To learn more, visit www.americantcs.com.
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors. With strategies available on numerous platforms, including Axos Advisor Services, and the Union TAMP platform, Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it is about feeling confident as you get there.