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
The Proust Questionnaire (E3)
Denise Shull
In our third Proust Questionnaire, we’re joined by The Rethink Group’s Performance, Strategy, and Decision Advisor, Denise Shull.
Who Charted? (E29)
Nothing is Immune
Dan Russo and Drew Wells highlight the S&P 500, Bitcoin (BTC/USD), Commodities, Oil & Gas E&P (XOP), and more.
Education Station (E6)
Client, Portfolio, and Business Reviews
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews.
Say It With Your Chest (E2)
Robert Sofia & Michael Baker
Manish is joined by Robert Sofia and Michael Baker for a candid conversation on video, work-life balance, self awareness, and more.
Drinks Well with Operations (E7)
Customer Service
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
Who Charted? (E28)
Things That Make You Go HMMMMMM
Dan Russo and Drew Wells highlight Emerging Markets, High Yield Total Return Index, Dollar / Yen, Small Caps / Large Caps, and more.
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
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