Potomac Advisors, Inc. Email Format
Financial ServicesFlorida, United States2-10 Employees
Potomac Advisors, Inc. is a boutique financial services firm that provides private wealth management to sophisticated investors and licenses its EVO strategy to third-party investment advisors. EVO is a mechanical, algorithmic trading approach that generates buy, sell, and short signals based on quantitative analysis, with its development described as evolutionary. The firm highlights a fifteen-year track record and claims superior performance relative to the S&P 500, supported by GIPS verification through 2014 and daily tracking by Theta Research, alongside public quarterly performance disclosure. Based in the Lakewood Ranch area of Florida, the company operates with a small team and serves clients seeking structured, rule-based investment guidance through both direct management and third-party licensing of its strategy.