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.
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.
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
Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and more.
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
Who Charted? (E42)
It’s All Relative
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and more.
What’s In A
Name?
I’ve seen too many advisors not appreciate the importance of their brand. Your visual identity, and more importantly your story, matters.
Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and more.
Let’s Have a
Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
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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