COVID-19 Alert: In these extraordinary times, we are here for you. Click HERE to book a phone meeting ASAP!

The State of Maryland just put a “stay at home” order in place. We are able to stay open due to being an essential business, however, we are temporarily closing our Salisbury location until this passes. We are also limiting face to face interaction and trying to communicate via phone or video conferences.

Investor Education

Whitepapers and Fact Sheets to help you make informed investment decisions

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The Diversification Dilemma

In this whitepaper, we will discuss portfolio diversification, the evolution of financial markets, and why we use the strategy of
tactical portfolio management to help our clients invest wisely with the right amount of risk and opportunity.

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The Evolutionary Trading System

Powered by the investment research of Potomac Advisors, EVO is a mechanical trading system that generates buy and sell signals based on algorithmic rules derived from quantitative analysis— no human discretion is involved.

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The Power of Dividends

If everyone is talking about an investment, chances are pretty high that the price is about to drop since the masses usually buy investments after they’ve significantly increased in value. In this whitepaper, we will look at dividends through history and examine the future for dividend investors.