The most valuable source of knowledge is experience.

Focused objectives, a broad perspective, and a profound level of patience empower responsible capital management.

Todd Richard Potter

Founder / President, CIO

A global securities trader for 35 years, investment adviser and strategist, and member of the Chicago Mercantile Exchange— Potter founded Great Dane Investment to serve high net worth investors, business owners and charitable foundations.

Todd and his wife Tina have been married 27 years, have three children, and shared a home with seventeen great danes.

Great Dane Investment LLC is a Registered Investment Adviser providing fee-only fiduciary asset management.

“We help people navigate financial markets by leveraging event-driven strategies, behavioral finance, and industry leading research and technology..”

  • What is a fiduciary?

    A principled professional required by law to uphold the highest level of ethics and trust. A fiduciary advisor does not sell products or receive sales commissions. This standard of practice eliminates conflicts of interest, provides complete transparency and enables unbiased recommendations that are always in the best interest of clients.

  • What is an RIA?

    A Registered Investment Adviser is licensed with federal and state regulatory agencies to provide investment advice and is legally obligated to always act in the best interest of its clients. Non-RIA advisors, such as broker-dealers, are only required to make recommendations that are suitable for clients and not held legally accountable.

  • What is a broker-dealer?

    A dual purpose corporation that buys and sells securities for its own account, but also acts as an advisor for customer accounts. These companies may also sell and distribute its own proprietary products. Broker-dealers are not required to disclose potential conflicts of interest or make a client aware of less expensive or more tax-efficient alternatives.

About our Custodians —

Great Dane Investment LLC utilizes Altruist Financial Services LLC for clearing and custody of securities. Altruist provides technology and tools designed to help financial advisors achieve better outcomes. All regulatory capital held at BMO Harris Bank.

Altruist is only available to Registered Investment Advisors (RIAs). RIAs have a fiduciary responsibility to put your interests first. Altruist is registered with the SEC and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Your money is protected and Altruist is subject to strict oversight by multiple entities. Keep in mind, all investing involves risk and can result in a decline. We keep your information safe with around the clock monitoring and AES 256 encryption. Altruist earned a SOC 2 Type 1 Report, which means an independent auditor has examined our systems for the security, processing integrity, availability, and continuity of your data.

Altruist also has a comprehensive liquidity and risk management program to ensure and satisfy all obligations under any market conditions. Altruist currently works with approximately 3,700 independent advisors, and is the third largest custodian by firms served.