Potomac Asset Management Co Inc

Potomac Asset Management Company, Inc. is a Maryland-based investment adviser established in August 1981. The firm offers private equity portfolios, separately managed accounts, and advisory consulting services. They tailor investment strategies to individual client needs, emphasizing risk profiles and unique portfolios. The firm does not participate in wrap fee programs and had $114,971,089 in discretionary assets under management as of December 31, 2016. Fees range from 0.50% to 2.00% annually for Qualified Professional Asset Manager Accounts, with hourly fees from $300 to $1000. PAM may waive or reduce fees based on client circumstances. The firm's investment philosophy focuses on risk, return, and diversification, aiming to maximize risk-adjusted returns through various strategies. PAM accepts performance-based fees from qualified clients and practices side-by-side management. Clients include high net worth individuals and pension plans, with a minimum account size of $5,000,000. PAM utilizes methods like charting, fundamental analysis, and cyclical analysis in managing client accounts. The firm's Code of Ethics prioritizes client interests, and they do not recommend securities in which they have a material financial interest. PAM has custody of client assets and provides discretionary investment management services. Clients receive quarterly account reviews and proxy voting services. The firm has not faced bankruptcy and maintains a stable financial condition.