Company intelligence
Potomac
Investment strategies and solutions for financial advisors. Built to Conquer Risk®
Financial Services
Bethesda, US
74 employees
Founded 1987
6 public signals
About Potomac
Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further. At Potomac, we believe financial success goes beyond just hitting a target decades from now; it's about feeling secure and confident along the way. Let's conquer risk together. Disclosure: https://potomac.com/disclosures
Verified activity
Signals from Potomac
6 published signals
Presence & Recognition
Potomac employee Jeffrey Schropp is a compliance officer and a toy, promo, and compliance adviser.
Reported by Potomac
Research & Knowledge
Potomac published an episode of Who Charted, episode 88, discussing new lows in bonds and the 40-week average for seven weeks.
Reported by Potomac
Operations & Supply
Potomac closed its office in observation of Labor Day.
Reported by Potomac
Presence & Recognition
Potomac is attending the Future Proof in Huntington Beach event from September 14 to 16, featuring Ice-cream and talks on markets, risk management, and financial challenges.
Reported by Potomac
Presence & Recognition
Potomac announced that Shawn Snyder is speaking on corporate debt in the Beltway Brief.
Reported by Potomac
Research & Knowledge
Potomac noted that Vol is quiet across asset classes as the S&P 500 moves into its historically worst month of the year.
Reported by Daniel Russo, CMT