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Investment strategies and solutions for financial advisors.

Built to conquer risk.

Go Boldly

You’ve been waiting 25 years for someone to make this business simple.
Potomac is making it happen.

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. We built risk-managed strategies available through multiple platforms, our own one-stop UMA TAMP, and Market Research designed specifically for financial advisors.

Potomac Strategies

Select from a range of tactical strategies built to manage risk in a variety of market environments.

UNION UMA TAMP

Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.

Research by Potomac

Master the markets with a direct line to the same research that drives our own investment decisions.

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

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one-by-one we are ripping business away from places that provide outdated tech and bad service.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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