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Potomac Advisors Inc.

7215 Teal Creek Gln
Lakewood Ranch, Florida 34202
United States
Contact :      Rich Paul
Phone :       941-870-3426
Fax :             941-870-3426
Email :
Web : 

Potomac Advisors Inc. Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $12,500,000
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2002
Wrap Programs Offered? : No
# of Accounts Managed : 0
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Potomac Advisors Inc. History

Mr. Paul was the founder and former president of Potomac Fund Management (PFM) and a founder and Charter Member of the National Association of Active Investment Managers (NAAIM), the professional association for active money managers. He served on NAAIM’s first Board of Directors, was the first Chairman of NAAIM’s Performance Standards and Measurements Committee and authored the organization’s original Performance and Measurements Standards to which all members are required to adhere. In 1992, he initiated a study on the effectiveness of active money management based on the audited empirical results of 25 active money managers employing market-timing techniques. As a result of this study, Mr. Paul co-authored a landmark article* in the Journal of Portfolio Management, the financial profession’s premier academic publication. Mr. Paul holds a Bachelors of Electrical Engineering degree from New York University and had over 24 years’ experience as a Systems Engineer before leaving IBM to found Potomac Fund Management. His expertise and interest in testing, analyzing, and improving the accuracy of ballistic missile delivery systems provided the basis for development of the computer aided risk/reward analysis that are fundamental to the techniques used in Potomac’s asset management programs. Having begun investing in mutual funds in the mid-sixties, Rich became disillusioned with the stock market after the 1970s bear market. Upon opening his IRA in 1979, he began successfully applying and refining his active risk management techniques to provide a more stable and superior risk adjusted return. While working at the Johns Hopkins University Applied Physics Laboratory, Rich began managing an investment partnership he formed with other engineers and scientists using these techniques. The success he had in managing money for others and with his own IRA led to his formation of Potomac Fund Management in 1987. In November 2003, Mr. Paul sold a majority interest in Potomac Fund Management and formed Potomac Advisors to continue to direct the investment of the PFM’s client assets for five more years under a license agreement. He continued to serve on their investment committee until he sold his remaining stock in the company in early 2014. With the sale of his stock, Rich expected to hang up his shingle and enjoy retirement in sunny Sarasota, Florida. However, his passion for his work on continuing to refine and perfect his mechanical stock market and high-yield bond trading systems has not ebbed, but rather has soared with its success – True passion doesn’t retire – it lives on as long as it can. That passion also drives a desire to maintain the legacy of what has become an increasingly more impressive long-term track record. In order to continue this legacy, Rich has teamed up with another investment advisor, who is a Chartered Financial Analyst (CFA), and a former colleague and corporate CFO – the former to help in making available Rich’s unique money management services, and the latter to serve as a backup and to ensure that the legacy of the trading systems is maintained for the foreseeable future.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 3 Analysts : 2
Portfolio Managers : 2 Traders : 2
Client Service : 1 Operation : 3

Potomac Advisors Inc. Personnel

Mr.  Rich Paul

Portfolio Manager
Tel : 941-8703426

Potomac Advisors Inc. Product Name

EVO (Gross of Fees):Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.

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