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.
403(b) Plan Participants
Advisors often look at the 403(b) market as a bag of hurt, but we saw an opportunity to help the underserved and add real value.
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
TAMP vs. Model Marketplace (S3 E10)
What’s the difference between a TAMP and a Model Marketplace? Why does it matter to advisors in today’s regulatory environment?
How to Find a Manager
(S3 E9)
How do financial advisors find a manager? Web search? Custodian? Networking? Software? We discuss on the Conquer Risk podcast.
Do Risk Scores Work?
(S3 E8)
Potomac has used several major risk assessment and risk tolerance questionnaires. Do they add value for advisors?
Is Social Media a Waste of Time?
(S3 E7)
Is social media a waste of time for financial advisors? Where can the most value be found with a social presence?
Day Trading vs Diversification
(S3 E6)
What is going on with stock surges? What happens when diversification does not work? This and more on the podcast…
The “Client Experience” Requirements have Changed ( S3 E5)
Is your firm pushing the envelope or struggling to keep up? We explore the key elements to success…