Home › Companies › Potomac › External Wholesaler - Mid-Atlantic
External Wholesaler - Mid-Atlantic
Potomac · VA, United States · Remote · Active · Rippling ATS
Job facts
| Field | Value |
|---|---|
| Company | Potomac |
| Title | External Wholesaler - Mid-Atlantic |
| Normalized title | - |
| Department / team | External Sales |
| Location | VA, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Rippling ATS |
| Posted / first seen | 2026-06-02 / 2026-06-03 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Potomac. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Rippling ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| Department jobs | Active postings in External Sales. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Potomac |
| Source | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| ATS provider | Rippling ATS |
Description
company
The Opportunity At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.
We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.
role
Summary The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.
What You’ll Do Represent Potomac and distribute all Potomac products and services within the assigned territory. Travel within the territory to conduct 1:1 and group face to face meetings and presentations. Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives. Identify advisor needs through a consultative sales process and provide tailored investment solutions. Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders). Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements. Who You Are A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales. A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard with a “can do” attitude willing to do whatever it takes to get the job done. A strategic thinker who sees the big picture but never misses the small stuff. Required Qualifications Must have: SIE, Series 7, and either 63 & 65 or 66. Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory. Demonstrated ability to make successful and dynamic sales presentations. Self-driven and resourceful able to manage territory budget and operate autonomously. Bachelor’s degree or equivalent work experience. Preferred Qualifications Have established relationships within the assigned territory. Objectives Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process. Stay current with industry trends and developments, to ensure that Potomac stays head of the curve. Comply with legal and compliance regulations at all times. Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.
If you want to drive, build, and scale, this is your shot.
Base salary $100K plus monthly commission.
Benefits: Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off
Full job record
| Job ID | a22cc37da844654e7ff6f819d9e106bbf706cec8 |
| Org ID | cc487d51-21c2-40c3-8343-bfdc696f505f |
| Source ID | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| Board ID | 8021b6c5-c7b1-4043-a8cc-b6bf08be9b22 |
| Provider | rippling |
| Provider Job Key | 160a5638-e87b-49c9-bbae-e73edeb05341 |
| Title | External Wholesaler - Mid-Atlantic |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | VA, United States |
| Department | External Sales |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | VA |
| City | — |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://ats.rippling.com/potomac/jobs/160a5638-e87b-49c9-bbae-e73edeb05341 |
| Apply URL | https://ats.rippling.com/potomac/jobs/160a5638-e87b-49c9-bbae-e73edeb05341 |
| First Seen At | 2026-06-03 12:19:08Z |
| Last Seen At | 2026-06-06 08:44:40Z |
| Last Checked At | 2026-06-06 08:44:40Z |
| Last Changed At | 2026-06-06 08:44:40Z |
| Inactive At | — |
| Source Posted At | 2026-06-02 19:56:41Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=potomac/date=2026-06-06/2026-06-06T08-44-38-974Z-1a9b46e212a1fbb80a2529948fd3513f489ebe35058c75bcd17abc5e9e6c69e0.json |
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"role": "<meta><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Summary</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">The </span><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">External Wholesaler</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region. </span></p><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:left;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">What You’ll Do</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Represent Potomac and distribute all Potomac products and services within the assigned territory. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Travel within the territory to conduct 1:1 and group face to face meetings and presentations. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Identify advisor needs through a consultative sales process and provide tailored investment solutions. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders). </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements. </span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:left;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Who You Are</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard with a “can do” attitude willing to do whatever it takes to get the job done. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">A strategic thinker who sees the big picture but never misses the small stuff. </span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:left;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Required Qualifications </strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Must have: SIE, Series 7, and either 63 & 65 or 66. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Demonstrated ability to make successful and dynamic sales presentations. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Self-driven and resourceful able to manage territory budget and operate autonomously. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Bachelor’s degree or equivalent work experience. </span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:left;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Preferred Qualifications</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Have established relationships within the assigned territory. </span></li></ul><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;text-align:left;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Objectives</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Stay current with industry trends and developments, to ensure that Potomac stays head of the curve. </span></li></ul><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Comply with legal and compliance regulations at all times. </span></li></ul><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you. </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">If you want to drive, build, and scale, this is your shot. </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Base salary $100K plus monthly commission. </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">Benefits:</strong></b></h6><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Medical insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Vision insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Dental insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Health savings account option</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">401(k) & other retirement benefits</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid maternity leave</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid paternity leave</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Commuter benefits</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Disability insurance</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Paid time off</span></li></ul>",
"company": "<meta><h6 style=\"font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:13pt;font-weight:600;letter-spacing:0.25px;margin-top:8px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"white-space:pre-wrap;\">The Opportunity</strong></b><span style=\"white-space:pre-wrap;\"> </span></h6><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen. </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">We’re a</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">boutique</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">tactical</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">asset manager</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">with a differentiated product</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">that serves</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">the</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">independent broker-dealer and RIA</span><span style=\"white-space:pre-wrap;\"> </span><span style=\"font-size:12pt;white-space:pre-wrap;\">channel </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk</span><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">®.</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\"> </span></p>"
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