by Manish Khatta | Feb 13, 2024 | Advisors, Investment Management, Manish
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,...
by Manish Khatta | Feb 6, 2024 | Advisors, Investment Management, Manish
On 12/31/2019 our firm has approximately $140 million of AUM/AUA. 4 years later… 12/31/2023 our firm has approximately $1.4 billion of AUM/AUA. Yes, you read that right. We 10x’d the business in four years. The product has been around for a long time. In fact, the...
by Manish Khatta | Jul 6, 2023 | Investment Management
There are many ways to invest your money in the public market to gain exposure to domestic companies, international organizations, or various asset classes like the ones determined by Morningstar. You can buy stocks, bonds, real estate—and that’s just the beginning....
by Manish Khatta | May 26, 2023 | Christopher, Manish, Podcasts
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and...
by Manish Khatta | Apr 28, 2023 | Christopher, Manish, Podcasts
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and...
