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.
Research by Potomac
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
(feat.)
Patrice Kelly
Let’s get creative! We’re joined by Patrice Kelly, Chief Creative Officer of Snappy Kraken, for a discussion on creativity.
Who Charted? (E33)
Now What?
Dan Russo and Drew Wells highlight the Arms Index (TRIN), Gold (Futures), NASDAQ 100, High Yield Credit Spreads, and more.
Streamyard (E1)
Branding
Want to start a podcast but don’t know where to start? Join us for the first episode of our series on Streamyard, the software we record with.
Industry Gossip (E19)
AdviceTech Live, Altruist, TDFs, and more
AdviceTech Live is happening again, Citigroup and Genworth face lawsuits, Altruist adds Potomac tactical model strategies, and more.
Who Charted? (E32)
If You Just Buy the Index…
Dan Russo and Drew Wells highlight the S&P 500, Bloomberg Commodity Index, Frontier Markets, Utilities and Communication Services, and more.
Pros and Cons of
Index Funds
While many investors have been told they should invest in them, not many understand why they may or may not be a good fit for their situation.
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
CEO & CIO
BE IN THE KNOW
SUBSCRIBE
READY TO TALK?
CONNECT WITH US