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
Industry Gossip (E22)
SEC Crackdown, FTX, Arta, and More
Bill Crager commandeers old custody unit, Sam Bankman-Fried steps down, Charles Schwab & Co. undercuts OneSource, and more.
Who Charted? (E36)
How We See It Now
Dan Russo and Drew Wells highlight the S&P 500, VIX, Equities for Rising Rates, the Bloomberg Commodity Index, and more.
Ahrefs (E3)
On-Page SEO
We share the on-page SEO checklist you should be following to optimize your content and effectively target a keyword.
Research by
Potomac
Surprise! We’re back with a new episode of an old favorite, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®.
Industry Gossip (E21)
InvestmentNews, Elon Musk, Riskalyze, and More
Investment News is for sale… again, Elon Musk takes control of Twitter, Riskalyze to rebrand, Bob Veres calls out industry awards, and more.
Ahrefs (E2)
Keyword Explorer
In episode two of our Ahrefs series, Jordan and Christopher dig into the beginning of any good SEO strategy, keyword 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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