by Manish Khatta | Mar 5, 2020 | Advisors, Investment Management
By now you should understand Potomac is about managing risk focusing on the catastrophic risk of bear market declines. However, I try to surround myself with different types of investors because it’s important to understand other opinions and experiences beside your...
by Manish Khatta | Feb 27, 2020 | Advisors, Investment Management
As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ranging from the advisor as the portfolio manager to the advisor who outsources all the...
by Manish Khatta | Jan 3, 2020 | Advisors, Investment Management
I talk to a lot of financial advisors. Normally the conversations are about their business and how Potomac manages money. The typical questions revolve around our risk reduction techniques, asset allocation, track record and our overall investment philosophy. We work...
by Manish Khatta | Nov 5, 2019 | Podcasts
In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac’s experience with working remote Does it work? Do people work? Is it productive? The role technology plays Client perception We hope you enjoy and...
by Manish Khatta | Oct 8, 2019 | Podcasts
In our thirteenth episode we sit down with guest Alex Chalekian to discuss: Alex and Lake Avenue Financial’s big announcement with Integrated Partners. Alex’s experience gained through previous Advisor acquisitions. What opportunities and challenges can be...
