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Too many firms treat transparency like a marketing gimmick. We treat it like oxygen. It helps that we don't care what people think about us.

"I see you guys all over the place" "Dude, Potomac is killing it" None of our growth is an accident. We believe in building brand equity. Hot products will come and go. With brand equity you will see my face in your dreams (or nightmares).

This is a show about financial advisors. Their purpose. Their passion. But as we discussed today at the Potomac Remix Conference, every piece of content needs a great hook. Your audience owes you nothing. Give them a reason to want to engage. Make it fun, make it weird, make it unexpected.

Transparency is in our ethos. We live and breathe it every day. It also gets us in trouble more times than we can count. But if you don't like us, then well 🤷♂️ The Potomac REMIX conference opener nailed this concept. Christopher Norton Charlotte Jarvis

Last night we released a MAJOR feature update to our model comparison and optimization tool Guardrails. We’ve always believed that investment risk tools should be built by investment managers—not FinTech nerds. That’s why we created Guardrails, a comparison and optimization tool that uses actual math (hello, max drawdown) to help advisors align client portfolios with real-world risk tolerance. Today, we’re excited to announce a major update to Guardrails 🎉 ✅Cleaner UI and faster performance. ✅More risk statistics. ✅Max drawdown model optimization. ✅Model level charting. ✅Model level correlation matrix. Still 100% free for advisors with assets at Potomac No sales pitches. No trial periods. Just powerful tools to help you be your own CIO. If you're an advisor working with us, reach out and get access. If you're not, then whatever🤷♂️

This milestone is to the financial advisors who believe in our process: you’re the reason we’re here. You didn’t just allocate capital; you backed a philosophy. You saw through the noise and the skepticism. You understood that managing risk and correlation isn’t a weakness, it’s discipline. And because of that belief, our most sexy fund just crossed $2 billion in AUM. This milestone isn’t about us. It’s about you. So, thank you for the trust, the conversations, the feedback, and the conviction.