Welcome
Welcome to Potomac Portfolios LLC, an alternative investment manager whose broad purpose is to preserve portfolio wealth by offering alternative investment programs in managed futures and foreign exchange to clients who meet certain sophistication requirements and investment minimums. To access Potomac’s Website, please read the following paragraphs relating to Risk Disclosure and Investor Qualifications.
Risk Disclosure
Potomac's investment programs are highly concentrated in commodities, managed futures and foreign exchange. The risk of loss in trading commodities can be substantial. Products advised or assembled by Potomac Portfolios are intended for sophisticated investors. This website is introductory in nature and does not constitute an offer to sell or the solicitation of an offer to buy any of Potomac's products. Any such offer or solicitation will only be made pursuant to a private placement memorandum or disclosure document containing important information about the investment product, associated risks, fees and expenses. Past performance is not indicative of future results.
Investor Qualifications
Under the Securities Act of 1933, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements. The Act provides companies with a number of exemptions. For some of the exemptions, such as rules 505 AND 506 of Regulation D, a company may sell its securities to what are known as "Accredited Investors." The federal securities laws define the term accredited investor in Rule 501 of Regulation D as: (1) a bank, insurance company, registered investment company, business development company, or small business investment company; (2) an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million; (3) a charitable organization, corporation, or partnership with assets exceeding $5 million; (4) a director, executive officer, or general partner of the company selling the securities; (5) a business in which all the equity owners are accredited investors; (6) a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million (excluding home) at the time of the purchase; (7) a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; (8) a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes, and (9) any entity in which all of the equity owners are accredited investors.
Website Access
Access to Potomac’s website is available only to Accredited Investors. By clicking “I AGREE” below, you acknowledge that you have read and understand the Risk Disclosure statement and that you are qualified as an Accredited Investor.