Fact Sheets & Due Diligence Info

Potomac was founded in 1987 on the belief that risk can be managed by smart ideas and smart people.  Ever since we’ve been finding new ways to help financial advisors invest and run their businesses with confidence—from risk-managed strategies available through multiple platforms.

Category:  Tactical
Investment Vehicle:  Affiliated Mutual Funds

Models - Model fees may vary by platform. (See Performance Modification FAQ as of 1/24/23)
 
Bull Bear 0 bps*
Guardian 0 bps*
Income Plus 0 bps*
Navigrowth 0 bps*

Form ADV
Privacy Policy

Due Diligence Questionnaire

Additional Models:
Focused Growth 50 bps* (Restricted to pre-approved VA business only.)
Advisor Express 50 bps* (Restricted to pre-approved Fidelity 403b business only.)

*Potomac is entitled to receive from each Conquer Risk Fund an annual advisory fee of 1.25% based on each Funds’ average daily net assets but may receive less due to waivers. For additional information about the Conquer Risk Funds, please see the funds’ Prospectus and Statement of Additional Information here.