YOUR
INVESTMENT
RISK
Potomac was built to help financial advisors win. Our solutions are varied and flexible because the challenges facing your firm are unique.
The Union UMA
The technology you need, the investment solutions you want, and a personal service team to help you succeed.
With Union, run your practice from one unified platform.
Potomac Strategies
Financial success is about more than hitting a number twenty years into the future; it’s about feeling confident as you get there. Potomac’s strategies are offered direct and on mulitiple TAMPs.
About Potomac
Our people give us the drive, the expertise, and the passion to deliver an unparalleled RIA experience for advisors.
Say hello!
The Conquer Risk Podcast
Our weekly show explores real growth opportunities for financial advisors – featuring special guests, industry perspective, best practices, and hands-on experience.
Explore Our Latest Insights and Market Research on Our Blog
How to Select Indicators
(S3 E14)
How do you choose and use indicators? How do you build a process around indicators and technical analysis?
Small nimble firms still have a lock on doing well and making a great living.
As a guest columnist for RIA Biz, Manish Khatta discusses how oftentimes small advisors are either condescended to or…
Top Content of Q3 2020
(S3 E13)
What was the top Advisor content in the third quarter of the year? We discuss in this episode of the Conquer Risk podcast.
Is PR Valuable for Advisors?
(S3 E12)
Are PR efforts valuable for financial advisors? If so, where does one begin, what should you look for, and how do you define success?
Who Uses an OCIO?
(S3 E11)
How does the advisor relationship work with an Outsourced Chief Investment Officer (OCIO)? Who is using an OCIO in their practice?
Why We Started the
Union UMA Platform
So, we gathered the team and decided, “either we are going to solve this problem, or we need to find another business model”.