Investment strategies and solutions for financial advisors.
Built to Conquer Risk™
Go Boldly
If you’re looking for a risk management partner, you’re in the right place.
We know life isn’t just about reaching a goal. It’s about enjoying the journey along the way. But that’s hard to do when you’re always thinking about risk. Potomac was built on the idea that risk can be contained—even conquered.
Whether you’re concerned about a dramatic market downturn, or the challenges of taking your business to the next level, we’re your go-to source for the tools and guidance you need to conquer risk.
ABOUT POTOMAC
Potomac was founded on the belief that risk can be managed by smart ideas and smart people.
Ever since, we’ve been finding new ways to help financial advisors invest and run their businesses with confidence. We built risk-managed strategies available through multiple platforms, tactical mutual funds designed to adjust their holdings to match the current market environment, and a powerful risk software solution actually built by a risk manager.
Our Strategies
Select from a range of tactical strategies built to manage risk in a variety of market environments.
Mutual Funds
The Potomac Funds are designed to tactically adjust their holdings to match the current market environment.
Guardrails APP
Just as guardrails are designed to protect drivers from unforeseen risk, our software creates a framework to keep investments on the road.
OUR BLOG
Read our takes on growth, investing, operations, marketing, and more.
IN THE NEWS
Our team in the media discussing news, markets, and managing risk.
Who Are You?
The most important professional relationship of our lives should be defined by connection and insight. Not financial technobabble.
Join us as we highlight some of the most dynamic people in wealth management.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
Potomac Surpasses $2 Billion on the Heels
of New Distribution and Business Evolution
Potomac is pleased to announce it has passed a key milestone by crossing the $2 billion threshold.
Most Engaged Content of 2024
from Potomac
As we turn the page on another exciting year, it’s time to reflect on the stories, ideas, and milestones that defined 2024 for Potomac.
Who Are You? (E6)
Aaron Cirksena
Join us as we adventure to Annapolis, MD financial advisor and MDRN Capital founder and CEO Aaron Cirksena in a 1971 Citroen DS-21.
Five Tips for Overcoming
Branding Challenges
Branding is hard. No matter the size or industry, every business faces the challenge of establishing and maintaining a strong visual identity.
Who Are You? (E5)
Manish Khatta
Join us as we adventure to Potomac, MD with CEO/CIO Manish Khatta in a 1966 Ford T-5.
Potomac’s Bull Bear Strategy Now Available
at GeoWealth
Potomac’s tactical investment strategy, Bull Bear, is now available at Geowealth Model Marketplace.
GO BOLDLY
one-by-one we are ripping business away from places that provide outdated tech and bad service. your customer experience matters, and here – it’s everything.
MANISH KHATTA
CEO & CIO
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