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
Who Charted? (E30)
Is It Really Risk-On?
Dan Russo and Drew Wells highlight S&P 500 Low Volatility, Bitcoin, Russell 1000 Growth/Value, U.S. Dollar Index, and more.
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Education Station (E7)
Model Combinations, Firm CPR, Denver
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
The OGs (E4)
Wholesalers and Innovation
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy one.
Drinks Well with Operations (E8)
What Sets Us Apart
Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart.
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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