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OUR MISSION IS SIMPLE

The stock market is one of the most powerful ways to generate returns, but most investors are not able to tolerate devastating bear market losses that can be hard to recover from. Our philosophy is to “Win by Losing Less,” and our goal is to deliver competitive returns with less downside risk.

The Philosophy

Win by losing less

What happens when you want to reduce risk and provide a different experience from the broad market? Potomac allows financial advisors to conquer risk by:

Allocating to lower‑correlated strategies designed to limit drawdowns

Without sacrificing return premium

This is accomplished by using a quantitative approach to being invested in the market, at the “right” time, while utilizing cash during periods of market dislocation and volatility.

The Journey

Built From the Inside Out

Unfiltered Transparency

We lead with communication, offering unfiltered transparency and proactive insights to help advisors confidently serve their clients.

Bold foundation

While our voice may be bold, our foundation is rock-solid: risk-managed, performance-focused solutions delivered with an edge that cuts through the fluff.

1987

Founded with one mission: protect client portfolios through active risk management.

1987

Founded with one mission: protect client portfolios through active risk management.

2002

Manish joins Potomac, begins reshaping the firm from the inside out.

2017

Potomac transitions to new ownership.
$186M AUM/AUA

2017

Potomac transitions to new ownership.
$186M AUM/AUA

2020

Launches tactical mutual funds to give clients a consistent investment experience and advisors flexible access.

2023

Guardrails prototype launches — providing risk analysis based on actual math.

2023

Guardrails prototype launches — providing risk analysis based on actual math.

TODAY

**$3+Billion AUM/AUA

**As of December 31st, 2025

The leadership team

Meet the Humans Behind POTOMAC

Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life. – Amy Poehler

MANISH KHATTA

CEO and Co-CIO

A father of 4 and running an RIA firm that leads with content and transparency. Manish loves playing tennis and being on the water. Manish Khatta is a quant, who has spent his entire career creating and refining technical trading strategies. A lifelong Potomac employee who programmed the initial work behind Potomac’s mechanical trading systems.

Mantra

“Math: The only subject that matters.”

Who Are You?

MANISH KHATTA

CEO and Co-CIO

Mantra

“Math: The only subject that matters.”

Who Are You?

Jeff Goodnow

Chief Growth Officer

Beyond Family, Faith and Friends – Jeff loves to fish, golf and was formerly an SCCA Road Race Car driver for his adrenaline fix. Most of Jeff’s career has been spent doing diligence on strategists & helping advisors put multiple strategists together for an improved client experience.

Mantra

“Education is the key to success”.

Who Are You?

Jeff Goodnow

Chief Growth Officer

Mantra

“Education is the key to success”.

Who Are You?

CHRISTOPHER NORTON

Chief Marketing Officer

California wilderness explorer and over-the-top fatherhood film producer. Christopher loves great wine and classic cars. Christopher Norton is an innovative, award-winning, multidisciplinary creative, with a passion for storytelling.

Mantra

“Laugh hard, run fast, be kind.”

CHRISTOPHER NORTON

Chief Marketing Officer

Mantra

“Laugh hard, run fast, be kind.”

Dan Russo, CMT®

Co-CIO

A student of the markets since age 12, when Dan’s father took him to the floor of the NYSE on the day after Thanksgiving. Dan Russo spends much of his time using technical analysis, navigating the market’s tides to determine which assets are likely to continue to ride a rising tide while constantly on watch for turbulent waters.

Mantra

“Markets have a rhythm like the waves and the tides, ebbing and flowing.”

Who Are You?

Dan Russo, CMT®

Co-CIO

Mantra

“Markets have a rhythm like the waves and the tides, ebbing and flowing.”

Who Are You?

Will Gray

Chief Operating Officer

Will Gray is the kind of guy who knows that luck favors the prepared, but he still brings his own. As an engineer, he’s obsessed with operational excellence, because in his world, smooth systems mean fewer fires to fight. Whether he’s streamlining processes or chasing his kids around the backyard, he’s all in. Golf is his escape, coffee is his fuel, and being a millennial dad is his full-time side gig.

Mantra

"Bring your own luck."