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
Who Charted? (E52)
‘Tis The Season
We are back with the hottest market charts and trends for the fourth week of December 2025.
Boosting Advisor Efficiency with AI
Insights from Jason Wenk
Jason Wenk, Founder & CEO of Altruist, shares how Hazel, Altruist’s AI engine, is built to transform wealth management.
Who Charted? (E51)
There is a Bubble in People Seeing Bubbles
We are back with the hottest market charts and trends for the third week of December 2025.
Who Are You? (E11)
Chad Disbennett, CFP®
Join us as we adventure to Laurelville, OH with Chad Disbennett, CFP® in a 1967 AMC Ambassador.
Potomac Surpasses $3 Billion in Assets,
Names Dan Russo, CMT, Co-CIO
Potomac is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory.
Who Charted? (E50)
The Bulls are in Control
We are back with the hottest market charts and trends for the second week of December 2025.
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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