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
Education Station (E1)
Insight by Potomac
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
Book Club (E5)
Blend Out
Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sofia.
Gear Up,
It’s Time to Start a Podcast
We want to guide advisors away from making inevitable mistakes. Rome wasn’t built in a day, and neither was the Conquer Risk Podcast.
Who Charted? (E12)
The Reflation Theme is Back Baby!
From Research by Potomac and the Conquer Risk podcast, hosted by Manish Khatta and Dan Russo, CMT.
Introducing
The OGs (E1)
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
Drinks Well with Operations (E3)
A Day in the Life
How to create operational efficiencies within a TAMP. Utilizing your teams strengths to improve what you do and streamline efforts.
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
PRESIDENT & CHIEF INVESTMENT OFFICER
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