Potomac Asset Management Company manages investment portfolios and private equity funds for individuals and institutions, tailoring portfolios to each client's risk tolerance and investment objectives. Potomac Asset Management Company uses a variety of analysis methods, including fundamental analysis, technical analysis, and charting, alongside strategies such as long-term purchases, short-term trading, and alternative investments. The firm specializes in clean technology and infrastructure investments through affiliated private equity funds. Clients can impose restrictions on certain securities, and the firm reviews accounts at least quarterly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fees for accounts under $10,000,000 range from 0.50% to 2.00%. Fees may be waived, reduced, or negotiated at the firm's discretion. Certain clients may also pay performance-based fees.