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.
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 UMA TAMP, and Market Research designed specifically for financial advisors.
Select from a range of tactical strategies built to manage risk in a variety of market environments.
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
An OCIO to sort and sift through thousand of model strategies to find the best match for your client’s needs and risk tolerance.
Research by Potomac
Master the markets with a direct line to the same research that drives our own investment decisions.
Read our takes on growth, investing, operations, marketing, and more.
IN THE NEWS
Our team in the media discussing news, markets, and managing risk.
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
Starting with a high-level overview, Nick shares how great project management can transform your practice, regardless of its size.
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dan Russo and Drew Wells highlight S&P 500 & Bond Correlations, S&P 500 & 10-Day Breadth, Growth/Value, Home Construction (ITB), and more.
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Let’s dig into exactly what an inverted yield curve means, the implications for market losses, and if you should start to batten down the hatches.
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.
CEO & CIO