When we learn from our peers we make everyone better
Most Recent
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch Guardrails
Manish Khatta is best known for knowing what he wants, and he wants his own “post-Riskalyze,” “post-HiddenLevers” software venture.
Articles
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
The Employee Turnover
is Unacceptable
We have been focused on growing the business, and some things just don’t get the TLC they deserve. But, as we grow…
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
A Message From
the CEO
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
Bitcoin ETFs?
Shall We Take a Look?
In today’s blog, we dive into the SEC’s approval of 11 Spot Bitcoin ETFs and what it means for our investment strategies.
Your Hand in Mine,
We Walk the Miles
The bond market looked at the stock market and said: And so, today my world it smiles, Your hand in mine, we walk the miles…
Hello,
Darling
While this may seem like our “Coca-Cola Classic” moment, it is actually much more nuanced. Everything said about the value of our time, the effort of our marketing…
News
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch Guardrails
Manish Khatta is best known for knowing what he wants, and he wants his own “post-Riskalyze,” “post-HiddenLevers” software venture.
Press Release: Potomac Unveils
New Proposal Software Guardrails
Potomac is pleased to announce the release of their new model analysis and proposal software, Guardrails, risk software built by risk managers.
Press Release: Potomac Blows Past $1.2 Billion
and Sets Stage for the Next Chapter
Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
Press Release: Potomac’s Model Strategies and Mutual Funds
Available at Fidelity FMAX
Potomac is pleased to announce that both its model strategies and mutual funds are now available on the FMAX platform.
Press Release: Potomac Fund Management Now
Available at American Trust Custody
Potomac’s model strategies are now available on the ModelxChange platform, created by American Trust Custody.
Potomac Strategies Now Available on Axos MMX Platform
“Axos Advisor Services’ partnership with Potomac will be impactful for advisors for a few reasons,” said Jonathan Bui, Senior Product Manager at Axos…
Potomac CEO spent nine months vetting RIA custodians
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
OCIO by Potomac launches as standalone product
Potomac, an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”
Business Insider
Manish Khatta once believed that if he took a “best-in-breed” approach to wealth-management technology, he could have a dream tech stack.
BE IN THE KNOW
SUBSCRIBE
READY TO TALK?
CONNECT WITH US