Investment strategies and solutions for financial advisors.
Built to conquer risk.
Go Boldly
If you’re looking for a risk management partner, you’re in the right place.
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 idea 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. We built risk-managed strategies available through multiple platforms, tactical mutual funds designed to adjust their holdings to match the current market environment, and our own one-stop TAMP.
Potomac Strategies
Select from a range of tactical strategies built to manage risk in a variety of market environments.
UNION TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
Mutual Funds
The Conquer Risk funds are designed to tactically adjust their holdings to match the current market environment.
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.
TAMING THE BULL INSIDE YOU
IS EASIER SAID THAN DONE
The approach to Potomac’s Conquer Risk funds is systematic, tested, and disciplined. We do not react to headlines or the “hot” story of the day. Gut feelings and narratives are not part of the process.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
Press Release: Potomac Blows Past $1.2 Billion and Sets Stage for the Next Chapter
Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Who Charted? (E45)
The Message of the Market
Technology, Energy, Consumer Staples, US Dollar Index, NYSE Net New Highs/Lows, ETF (TLT) Total Return, and more.
My Take on a Legend’s
Investment Rules
Dr. Martin Zweig had 17 rules that he developed during his illustrious tenure as a money manager. “Don’t Fight the Fed” is easily his most famous.
Industry Gossip (E28)
Schwab, Goldman Sachs, SmartX and more
Schwab is curbing remote work, SmartX goes to Plan B, “gambling on Goldman Sachs, and more…
The OGs (E7)
Still Building
We just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company’s continued…
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 everything.
MANISH KHATTA
CEO & CIO
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