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 TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
Outsourced CIO
An OCIO to sort and sift through thousand of model strategies to find the best match for your client’s needs and risk tolerance.
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
Teamwork (E1)
Basics of Teamwork
Starting with a high-level overview, Nick shares how great project management can transform your practice, regardless of its size.
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.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Who Charted? (E38)
Don’t Ignore These Bullish Signals
Dan Russo and Drew Wells highlight S&P 500 & Bond Correlations, S&P 500 & 10-Day Breadth, Growth/Value, Home Construction (ITB), and more.
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
The Truth About the
Killer Yield Curve
Let’s dig into exactly what an inverted yield curve means, the implications for market losses, and if you should start to batten down the hatches.
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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