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

Is Potomac an RIA?

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.

read more

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one by one we are ripping business away from places that provide outdated tech and bad service.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