GO BOLDLY
OUR MISSION IS TO GIVE FINANCIAL ADVISORS LIKE YOU, THE CONFIDENCE TO REACH HIGHER. GROW FASTER. EXPLORE FURTHER.
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—from risk-managed strategies available through multiple platforms to our own one-stop UMA TAMP offering tailored risk-management guidance.
UNION UMA TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
PFM STRATEGIES
Select from a range of tactical strategies built to manage risk in a variety of market environments.
DAILY RESEARCH
Master the markets with a direct line to the same research that drives our own investment decisions.
MUTUAL FUNDS
Very few funds are willing to take a stand and actively manage risk. Enter the Conquer Risk Funds.
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
Build in Public (E9)
Facebook and Paper Dolls
We publicly moved on from Facebook, but we’ve recently had a change of heart. Oh, we also made paper dolls of Manish…
Who Charted? (E17)
The Growth to Value Shift?
Dan Russo and Drew Wells highlight the 10 Year Note, Bloomberg Commodity Index, High Yield Credit Spreads, S&P 500, Clean Energy, and more.
A Message From
the CEO
The future is bright as we blaze a path forward to become the best small TAMP in the business. Cheers to a wonderful and prosperous 2022!
Delving Deeper into
Intermarket Analysis
As markets become increasingly interconnected, cross-asset price action can’t be ignored; so, how can you apply this in real life?
Screw the Cubicles,
We Make Our Own Rules
Less time with family. Less time for your health. All to do the same work for the same company at a different desk.
Pop Culture Club (E6)
Christmas Vacation
For the last Culture Club episode of the year, Jeff chose a holiday classic, National Lampoons Christmas Vacation.
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 evertyhing.
MANISH KHATTA
Chief Executive Officer & Chief Investment Offier
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