When we learn from our peers we make everyone better
Most Recent
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.
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Who Charted? (E45)
The Message of the Market
Technology, Energy, Consumer Staples, US Dollar Index, NYSE Net New Highs/Lows, ETF (TLT) Total Return, and more.
Articles
My Take on a Legend’s
Investment Rules
Dr. Martin Zweig had 17 rules that he developed during his illustrious tenure as a money manager. “Don’t Fight the Fed” is easily his most famous.
And the Loser Now
Will Be Later to Win…
No one knows for sure if the “times they are a-changin’,” but that Bob Dylan line came to mind when I looked at the chart…
How We Manage Money
to Reduce Risk
At Potomac, we are a tactical money manager that specializes in risk reduction. Our chosen investment vehicles are mutual funds and ETFs.
Gear Up
Podcasters
A guide to podcasting gear for financial advisors, curated from the successes (and failures) of the producers of the Conquer Risk Podcast.
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
What’s In A
Name?
I’ve seen too many advisors not appreciate the importance of their brand. Your visual identity, and more importantly your story, matters.
Let’s Have a
Chat (GPT)
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
Have You Spoken With
Our Website Lately?
I’d like to introduce you to something new: ChatGPT for your website. But most importantly–ONLY your website.
Should You Be Numb To
the Narrative(s)?
If we were in the business of selling narratives (which we’re not) this is the one that we would be pitching.
News
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.
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.
Potomac Adds Two Regional Consultants, with More on the Way
Potomac announced the hiring of two regional consultants, Michael Rogers and Edward Cordova, to serve across U.S. territories.
Potomac’s Model Strategies Join Altruist Model Marketplace
Potomac is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software.
Potomac’s Model Strategies Joins FMAX and Amplify Platforms
Potomac is pleased to announce that its model strategies are now available on the FMAX and Amplify platforms.
BE IN THE KNOW
SUBSCRIBE
READY TO TALK?
CONNECT WITH US