Potomac Investment Management, Inc.

The firm provides discretionary portfolio management primarily for individual investors and families and administers individually managed accounts. It also manages a large charitable trust, a client type that is less common among peers, and clients receive custodian account statements plus quarterly managed-account reports from the firm.

The firm follows a conservative, buy-and-hold investment approach that emphasizes capital preservation: equity selections use a value-oriented screening and fixed-income allocations are limited to U.S. Treasury securities, often implemented as intermediate-term ladders. It avoids derivatives, margin, and short-term trading, and conducts regular reviews of accounts to monitor alignment with client objectives.

Distinctive aspects include the inclusion of a charitable trust in its client mix, a long-established practice led by an advisor who holds the CFA designation, and a limited public digital presence (no website or social media). The firm relies on a mainstream custodian relationship without soft-dollar arrangements, does not vote proxies on clients’ behalf, and provides account access and reporting through the custodian and its own periodic reports.