I’m Manish Khatta, the CEO of Potomac Fund Management.

The growth our firm has experienced in the past year has been nothing short of amazing.

From the outside looking in, the absolute asset growth numbers are mind boggling but, inside the walls of our remote office, this is exactly what we expected to happen. There is no such thing as an overnight success in this business and we have been planting the seeds of success for the past four years.

One of my favorite quotes is “It’s not the strongest species that survive, nor the most intelligent, but the most responsive to change.” — Charles Darwin

Our industry is moving at a frantic pace and those who refuse to adapt will be left behind. It is essential to constantly reinvest in your business not just to grow but to stay relevant.

I want to take this moment to express my gratitude to all our financial advisors. We appreciate all of you for trusting us with your business; it’s been another phenomenal year, and here is a recap of all we’ve accomplished and some insight into our focus going forward.

  • Regional Business Consultants: With the rapid growth of financial advisors using our services, we have been steadfast in assuring we have proper coverage of Regional Consultants across the country, to help support our financial advisors. These experienced professionals are ready to help you with education, support, client events, and all things Potomac!
  • Strategies by Potomac: The greatest accomplishment is sometimes doing nothing. We don’t need to release new strategies or announce exciting new changes to the way we manage money. We take pride in the consistency of our lineup of strategies while delivering risk managed and low correlated investment experience.
  • Guardrails by Potomac: By now you have likely seen the news and the media coverage of what we have been working on for the last sixteen months. Our frustration over the Investment Proposal tools in the industry led us to take matters into our hands. If you can’t buy it, build it! We initially set out to simply build a straightforward Risk Scoring and Proposal system, but this has now transformed into so much more.  Along the development journey we added Model Research/Optimization, New Account Opening, Account Servicing, Model Trading.
  • Research by Potomac: We launched this product last year as an Institutional Research tool for financial advisors. It lacked focus and we spent too much time putting out research that had nothing to do with how we manage money. It failed and a hard lesson was learned. We are relaunching the tool with a 100% focus on the Potomac process. The content will be delivered via a combination of our public facing blog and our research community tool Insight.

The future is bright as we blaze a path forward to becoming the best small TAMP and Investment Strategist in the business. We have plans to aggressively invest in rolling out tools and services to meet the needs of our advisors.

As the majority owner of Potomac, I am 44 years old and have zero plans of selling the company and riding off into the sunset.  There is a lot of unfinished business and noise to make in this industry.

Remaining stagnant is not an option!

Here is my promise to all our financial advisors…

  • Invest back into the business to hire and retain the best people we can.
  • Invest in R&D to bring more transparent value-added content than ever before.
  • Avoid private equity so the decisions we make are our own.
  • Customer service will always come first.

If you have any questions, you know how to reach me or anyone on our team.

Cheers to a wonderful and prosperous 2024!


Manish Khatta

Potomac Fund Management ("Company") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. The company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company website or incorporated herein, and takes no responsibility for any of this information. The views of the Company are subject to change and the Company is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.