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The year was 1987
and the world was ready for active risk management.
Built to conquer risk.
Potomac is a registered investment advisor founded in 1987. Our firm is a pioneer in active risk-managed investing with the experience and expertise to help clients align the correct allocation for any given market condition. Potomac understands that every investor is unique, but each want to avoid catastrophic losses.
We offer a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs; it’s also why we designed our strategies to help limit devastating losses that can be hard to recover from.
Our strategies are managed by a team of tenured investment professionals led by our firm’s CEO/CIO, Manish Khatta, along with Dan Russo, CMT, Jeff Goodnow, and supported by Research Analyst Drew Wells, CMT, CIMA.
The 200 Day Moving Average Strategy:
What Is It and How to Use It
The 200-day moving average has stood the test of time and market lore as one of the most popular indicators on several charting platforms.
What Can Historical Volatility
Teach Us?
While the topic of volatility is covered ad nauseam across the headlines, two key characteristics are often left out.
Shifting
Gears
When the world is hurting, no one cares that you’re clever, that you’re good at marketing, or what campaign you dreamt up.
The New Face of Wealth
Has Requests
If advisors don’t put new methods in place for the influx of women investors, they will begin to seek advice elsewhere.
A Bull in Bear’s Clothing?
Another Look at the Death Cross
Has the death cross been unequivocally disproven as the harbinger of doom that many claim it to be? Absolutely not.
Elevate Your
Tech Stack
We’re in an era of digitalization. If you’re not a part of the new digital age of operations, I’m afraid you might drag behind.
Research by Money Managers
(Potomac)
We read market commentary everywhere we go, but advisors need to know when to separate opinions from the facts.
Something New in
Intermarket Analysis
How fast will the economy grow in 2022? Where will the S&P 500 be at the end of the year? What about inflation?
(how-to) Get Your
Sh*t Together
When left to their own devices, everyone will do things differently. Save yourself— allocate the resources for a strong Project Manager.
A Message From
the CEO
The future is bright as we blaze a path forward to become the best small TAMP in the business. Cheers to a wonderful and prosperous 2022!
Delving Deeper into
Intermarket Analysis
As markets become increasingly interconnected, cross-asset price action can’t be ignored; so, how can you apply this in real life?
Screw the Cubicles,
We Make Our Own Rules
Less time with family. Less time for your health. All to do the same work for the same company at a different desk.
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