Investment strategies and solutions for financial advisors.
Built to Conquer Risk®
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
Expect
the Unexpected
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected.
Who Are You?
(E1) Sharon Killion
Join us as we adventure in a 1963 Cadillac Fleetwood to meet Financial Advisor Sharon Killion and learn, “Who Are You?” over a cup of Herb’s Coffee in Dallas, TX.
Indicator
Roulette
Many analysts and commentators decide whether to be bullish or bearish, and then will choose the indicator that best suits that view.
Potomac Model Strategies Now Available To
Access For Free On Altruist Model Marketplace
Potomac is excited to announce that their four Model Strategies are now available to access for zero basis points on the Altruist Model Marketplace.
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.
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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