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Expect
the Unexpected
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected.
Who Are You?
(E1) Sharon Killion
Join us as we adventure in a 1963 Cadillac Fleetwood to meet Financial Advisor Sharon Killion and learn, “Who Are You?” over a cup of Herb’s Coffee in Dallas, TX.
Potomac Model Strategies Now Available To
Access For Free On Altruist Model Marketplace
Potomac is excited to announce that their four Model Strategies are now available to access for zero basis points on the Altruist Model Marketplace.
Articles
Indicator
Roulette
Many analysts and commentators decide whether to be bullish or bearish, and then will choose the indicator that best suits that view.
The true story behind paying a small fortune to the ‘potomac.com’ piper to strengthen our 40-year-old brand
Christopher Norton’s burst of creativity came aboard a flight when he had nothing but time and the electronic ear of Manish Khatta…
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
If you are going to walk,
walk with Swagger.
We live in a world of instant information. If you don’t control your narrative, then someone else will. Talk about your…
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
AI Imagery
for Financial Advisors
Whether they’re effective or not, stock photos are still rampant in the contemporary marketing landscape. Our solution was Midjourney.
Not all Momentum
is the Same
When it comes to investing, momentum is the velocity of price change over time. Money managers may use momentum to identify…
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
News
Potomac Model Strategies Now Available To
Access For Free On Altruist Model Marketplace
Potomac is excited to announce that their four Model Strategies are now available to access for zero basis points on the Altruist Model Marketplace.
Potomac is launching a show designed to get RIAs to talk without an insufferable stream of businesspeak.
In the first episode, which RIABiz viewed, an advisor shares their thoughts on cars, hobbies, their life experiences and their education.
Potomac Adds New Distribution Channels as Firm Surpasses $1.6 Billion AUM/AUA
Potomac, a distinguished investment strategist has exceeded $1.6 billion in AUM/AUA. The milestone underscores Potomac’s commitment to…
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…
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