A Message From  the CEO

A Message From
the CEO

I’m Manish Khatta, the CEO of Potomac Fund Management. I want to take a moment to express my gratitude to all of our advisors. We appreciate all of you for trusting us with your business; it’s been a phenomenal year, and here is a recap of all we’ve accomplished. Our...
Is Potomac an RIA?

Is Potomac
an RIA?

Gary Vee put it in simple terms. No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be. Companies that were fully formed before the birth of the internet found themselves in a predicament. Either they...
Why Advisors Need an OCIO

Why Advisors Need
an OCIO

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...