Investment strategies and solutions for financial advisors.
Built to Conquer Risk®
![Potomac-2024R](https://potomacfund.com/wp-content/uploads/2024/07/Potomac-2024R.png)
Go Boldly
If you’re looking for a risk management partner, you’re in the right place.
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 idea 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. We built risk-managed strategies available through multiple platforms, tactical mutual funds designed to adjust their holdings to match the current market environment, and our own one-stop TAMP.
Our Strategies
Select from a range of tactical strategies built to manage risk in a variety of market environments.
UNION TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
Mutual Funds
The Conquer Risk funds are designed to tactically adjust their holdings to match the current market environment.
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.
TAMING THE BULL INSIDE YOU
IS EASIER SAID THAN DONE
The approach to Potomac’s Conquer Risk funds is systematic, tested, and disciplined. We do not react to headlines or the “hot” story of the day. Gut feelings and narratives are not part of the process.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
The true story behind paying a small fortune to the ‘potomac.com’ piper to strengthen our 40-year-old brand
Christopher Norton’s burst of creativity came aboard a flight when he had nothing but time and the electronic ear of Manish Khatta…
Potomac is launching a show designed to get RIAs to talk without an insufferable stream of businesspeak.
In the first episode, which RIABiz viewed, an advisor shares their thoughts on cars, hobbies, their life experiences and their education.
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
If you are going to walk,
walk with Swagger.
We live in a world of instant information. If you don’t control your narrative, then someone else will. Talk about your…
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
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 everything.
![](https://potomacfund.com/wp-content/uploads/2023/08/Manish-Circle.png)
MANISH KHATTA
CEO & CIO
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