Potomac Consulting Inc Email Format

International Trade and DevelopmentVirginia, United States2-10 Employees

Potomac Consulting Inc is a small firm based in Bristow, Virginia, operating in the international trade and development sector. It serves as an investment strategist and provider of outsourced investment services to financial professionals and advisory platforms. In 2024, the company launched the Bull Bear strategy, later making it available on GeoWealth's model marketplace to widen access for advisors using that platform. 

Its client base includes financial advisors and advisory practices seeking investment guidance and research resources. The firm has launched services such as an Outsourced Chief Investment Officer service and a financial-advisor toolkit, reflecting its emphasis on supporting investment decision-making. The organization has expanded its team through regional consultant and analyst hires in recent years to support its advisory activities.

Sign up for free to view info

Company overview Employee directory