Potomac Investment Management, Inc.

Overview

Potomac Investment Management, Inc. is a small, privately owned corporate RIA that provides fee-based portfolio management, primarily to individuals, families and small business clients. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals and small businesses as its core advisory activity. Its client base includes both individual & family and institutional relationships. The firm is not designated as a multi-state adviser, does not report being an active ESG investor, and is not identified as a capital allocator or pension consultant. Ownership is listed as individual and the adviser is classified as unclassified in the available snapshot.

Assets & Accounts

Investments & Alternatives