A Message From  the CEO

A Message From
the CEO

I’m Manish Khatta, the CEO of Potomac Fund Management. One of my favorite quotes is “When you stop growing you start dying.” The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day. I’m proud of our team...
Why Advisors Need an OCIO

Why Advisors Need

5 Questions Advisors Should Ask About OCIO Services Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset...