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 our own one-stop TAMP.
Our Strategies
Select from a range of tactical strategies built to manage risk in a variety of market environments.
UNION TAMP
Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk.
Mutual Funds
The Potomac Funds are designed to tactically adjust their holdings to match the current market environment.
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 adventure with some of the most dynamic people in the industry.
FROM OUR DESK
LATEST INSIGHT AND MARKET RESEARCH
Who Are You? (E4)
Ryan Miller, RICP®
Join us as we adventure to New York with Fairport native Ryan Miller, RICP® and tailgate with a 1976 Ford Bronco.
The Marketing Magic
of Income Funds
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as…
Parts
Unknown
Beyond the final product, the story behind –the story has taken on a life of its own. And it’s been a wild ride.
Who Are You? (E3)
Elizabeth Evanisko, CRC® and Jeff Gelormini
Join us as we adventure to Buffalo, New York with Nova Wealth’s Elizabeth Evanisko, CRC® and Jeff Gelormini in…
We Plan,
The Market Laughs
I would argue that the three events described above, on their own, fit the bill for something the market should hate—let alone all three…
Potomac Investment Strategy Now Available
at LPL’s MWP Platform
Potomac’s Bull Bear strategy is now available on the Model Wealth Portfolios (MWP) platform at LPL Financial.
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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