Investment strategies and solutions for financial advisors.
Built to conquer risk.
Go Boldly
You’ve been waiting 25 years for someone to make this business simple.
Potomac is making it happen.
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. We built risk-managed strategies available through multiple platforms, our own one-stop TAMP, and an OCIO service to match model strategies to risk tolerance.
Potomac 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.
Outsourced CIO
An OCIO to sort and sift through thousand of model strategies to find the best match for your client’s needs and risk tolerance.
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
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
Who Charted? (E40)
What Keeps Me Up At Night?
Who Charted? with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”
Industry Gossip (E24)
Altruist, Orion, and Vise
It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves!
Teamwork (E4)
Creating Recurring Projects
In the final episode of our Teamwork series, Nick shows you how to take your shiny new project templates and set up recurring projects.
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Industry Gossip (E23)
Schwab, Toews, Betterment, and More
Schwab to tackle tech hiccups, Toews establishes holiday, Sarah Levy makes second unpopular decision, and more.
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.
MANISH KHATTA
CEO & CIO
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