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.
DAILY RESEARCH
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
Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more
Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and more.
Is Potomac
an RIA?
No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be.
Who Charted? (E15)
The Start of Something Bigger?
Dan Russo and Drew Wells highlight the S&P 1500, 10-Year Note, S&P 500 and 600 Low Volume, Regional Banks vs REITS, and more.
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.
Intermarket Analysis as a Guidepost
for Risk Management
Uncovering new relationships as markets evolve will likely provide a bigger advantage to managers who adopt them ahead of the herd.
Who Charted? (E14)
From Chop to Pop
Dan Russo and Manish Khatta highlight the S&P 500 PR, Gold Futures, US Dollar Index, Emerging Markets, and the S&P 500 Equal…
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
Chief Executive Officer & Chief Investment Offier
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