GO BOLDLY
OUR MISSION IS TO GIVE FINANCIAL ADVISORS LIKE YOU, THE CONFIDENCE TO REACH HIGHER. GROW FASTER. EXPLORE FURTHER.
We know life isn’t just about reaching a goal. It’s about enjoying the journey along the way. But that’s hard to do when you’re always thinking about risk. Potomac was built on the belief that risk can be contained—even conquered.
Whether you’re concerned about a dramatic market downturn, or the challenges of taking your business to the next level, we’re your go-to source for the tools and guidance you need to conquer risk.
ABOUT POTOMAC
Potomac was founded on the belief that risk can be managed by smart ideas and smart people.
Ever since, we’ve been finding new ways to help financial advisors invest and run their businesses with confidence—from risk-managed strategies available through multiple platforms to our own one-stop UMA TAMP offering tailored risk-management guidance.
UNION UMA TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
PFM Strategies
Select from a range of tactical strategies built to manage risk in a variety of market environments.
Research by Potomac
Master the markets with a direct line to the same research that drives our own investment decisions.
Mutual Funds
Very few funds are willing to take a stand and actively manage risk. Enter the Conquer Risk Funds.
OUR BLOG
Read our takes on growth, investing, operations, marketing, and more.
IN THE NEWS
Our team in the media discussing news, markets, and managing risk.
THE PODCAST
Catch up on the latest from the “Conquer Risk Podcast”— the series that probably brought you here in the first place.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
Who Charted? (E27)
Looking for Less Bad
Dan Russo and Drew Wells highlight SPX Correlations, S&P 600, Copper Miners Relative to S&P 500, Small Caps / Large Caps, and more.
Education Station (E5) Team, Conference, and Advisor Client Events
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
Who the F/** is
this for?
Think market research isn’t for you? Think again. Shelly and Dan break down why we created Research by Potomac and who it’s for.
Build in Public (E12)
Zillenials at an RIA
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on TikTok.
Who Charted? (E26)
Riding the Rapids
Dan Russo and Drew Wells highlight Quality relative to Microcaps, S&P 500 and ATRs, Value, Growth, CCC or below OIS, and more.
Industry Gossip (E16)
Redtail, Twitter, Snappy Kraken, and more
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las Vegas!
GO BOLDLY
one by one we are ripping business away from places that provide outdated tech and bad service. your customer experience matters, and here – it’s evertyhing.
MANISH KHATTA
CEO & CIO
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