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 highlight some of the most dynamic people in wealth management.

FROM OUR DESK

LATEST INSIGHT AND MARKET RESEARCH

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one-by-one we are ripping business away from places that provide outdated tech and bad service.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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