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
What Average Returns
Don’t Tell You
Averages mean nothing without context. And in the financial world, context is everything.
Who Are You? (E10)
Dan Russo, CMT®
Join us as we adventure to New York, NY with Potomac’s own Dan Russo, CMT in a 1979 Rolls-Royce Silver Shadow.
Potomac Defensive Bull Fund CRDBX
Reaches New Milestones
Potomac is proud to announce that that CRDBX has received a 5-Star Overall Morningstar Rating™
Great Alone,
Better Together
Winning a championship — or winning in the markets — isn’t about luck. It’s about structure, discipline, and putting the right pieces in…
Risk
Statistics
Understanding the balance of risk and return is fundamental to making informed investment decisions. To do this, key risk statistics are…
Who Are You? (E9)
Robert Sofia
Join us as we adventure to Hiawassee, GA with Snappy Kraken Founder and CEO in a 2012 Bentley Continental GT.
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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