Welcome to Potomac Investments, Inc.

Welcome! Founded in 1988, Potomac Investments, Inc. is committed to providing professional investment advisory services on a "fee-only" basis to a select number of clients – individuals, trusts, charities and employee benefit plans, including 401(k) plans. We  represent an intentionally small number of clients so that we may provide a very personal level of service geared to our clients` individual needs. We currently manage over $50 million in assets.

We hope this site will further your awareness of how our business works, plus provide you with information about the investment services we offer.

C. Jacobson
About Us		Tax Topics		Contact Us
Under the Welcome section, please view the information on our corporate philosophy , our team of money managers and the manner in which we can help you.		Tax Calendar Tax Forms Tax Publications		If you are a potential client, click here to fill out our new contact us form and We will promptly respond to you.

Our greatest satisfaction comes from helping people. We work closely with our clients to determine their investment objectives. We listen closely when they describe their individual life goals. We create an individual Investment Policy Statement outlining their goals, the overall strategies and asset ranges. Only when we have a mutually clear direction established do we begin designing a portfolio appropriate to the client`s individual needs.

OUR VALUES

• Responsiveness – To put the needs and concerns of our clients first; to involve them in the investment process and to seek new ways to serve them; to respond in a timely manner to their questions and concerns
• Trust – To act responsibly and honestly in striving to meet client goals with the highest integrity and complete confidentiality
• Performance – To help clients achieve their investment objectives with mutually agreed upon levels of acceptable risk

If you are a current client, use the Portfolio section entitled Your Files to access your account or your most recent appraisal and other reports. We are happy to send you any report you may request via this confidential area.This section is secure and protected by password. If Charles Schwab is your custodian, you may view a daily update via Schwab Alliance. This section is also secure and protected by password. Finally, use the Information area to read articles and to link to other web sites that may be helpful to you in learning more about investments and personal finance.

Please review our site. If our investment style and the manner in which we work with our clients appeals to you, please call us at the telephone number below or e-mail us to schedule a telephone appointment. A brief telephone consultation will allow us both to explore the possibility of working together. We welcome your calls.

This web site is not a solicitation of services in any jurisdiction outside the state of Washington. Information is provided for informational purposes only and does not constitute a recommendation or advice. Marcia Joslyn Sill, Inc. is a Registered Investment Adviser regulated by the Securities and Exchange Commission (SEC) and is in full compliance with current filing requirements. We do not take responsibility for the content of third party links. Content is owned by Marcia Joslyn Sill, Inc.