The Journey
Built From the Inside Out
TODAY
**$3+Billion AUM/AUA
**As of November 1st, 2025
2020
Launches tactical mutual funds to give clients a consistent investment experience and advisors flexible access.
Guardrails prototype launches — providing risk analysis based on actual math.
2023
Potomac transitions to new ownership.
$186M AUM/AUA
2017
Founded with one mission: protect client portfolios through active risk management.
1987
2002
Manish joins Potomac, begins reshaping the firm 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.
OUR MISSION IS SIMPLE
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
Win by losing less
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:
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:
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 uncorrelated and
lower drawdown strategies
Not 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.
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.
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.
**$3+Billion AUM/AUA
**As of November 1st, 2025
2020
Today
Launches tactical mutual funds to give clients a consistent investment experience and advisors flexible access.
Guardrails prototype launches — providing risk analysis based on actual math.
2023
Potomac transitions to new ownership.
$186M AUM/AUA
2017
Founded with one mission: protect client portfolios through active risk management.
1987
2002
Manish joins Potomac, begins reshaping the firm from the inside out.
The leadership team
Meet the Humans Behind POTOMAC
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
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.”
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.”
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.”
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”.
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”.
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”.
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.”
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.”
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.”
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.”
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.”
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.”
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."
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."
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."
The Journey
Built From the Inside Out
Built From the Inside Out
TODAY
**$3+Billion AUM/AUA
**As of November 1st, 2025
2020
Launches tactical mutual funds to give clients a consistent investment experience and advisors flexible access.
Guardrails prototype launches — providing risk analysis based on actual math.
2023
Potomac transitions to new ownership.
$186M AUM/AUA
2017
Founded with one mission: protect client portfolios through active risk management.
1987
2002
Manish joins Potomac, begins reshaping the firm 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.
Curious to Learn More?
Curious to Learn More?
Explore our latest insights, watch the “Who Are You?” series, or just say hey.
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© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.
Be in the know
Receive our market insights, news, and perspectives, directly in your inbox.
© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.
BE IN THE KNOW
Receive our market insights, news, and perspectives, directly in your inbox.
© Copyright 2025 - All Rights Reserved Potomac Fund Management, Inc.