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Why this asset manager wants to send you cereal
Potomac delivers 30 boxes of branded cereal as part of the firm s “eyes on brand” marketing strategy, according to president and CIO Manish Khatta.
May 24, 2021 6 MINS
Remember being a kid heading to the breakfast table to have a fresh bowl of cereal only to find yourselves a little bored, so you start reading the cereal box? Now, imagine doing that same thing, as an adult, but the cereal box has fact sheets and investment strategies.
With Potomac Fund Management’s latest marketing campaign: a cereal called Bull Bear by Potomac, the asset manager is bringing feelings of nostalgia to the financial advisory community, while strategically implanting the firm’s strategy fit for the modern age.
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