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Showing slide 1 of 1

Article

The Strategy, the funds, the funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

Showing slide 1 of 1

Article

The Strategy, the funds, the funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

Showing slide 1 of 1

Article

The Strategy, the funds, the funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

marketing

Showing slide 1 of 1

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

Showing slide 1 of 1

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

Showing slide 1 of 1

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

reflections

Showing slide 1 of 1

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

Christopher Norton driving a convertable car

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

Message from CEO Manish

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo

Nov 2, 2023

Article

Things Change

Dan Russo

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

Showing slide 1 of 1

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

Christopher Norton driving a convertable car

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

Message from CEO Manish

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo

Nov 2, 2023

Article

Things Change

Dan Russo

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

Showing slide 1 of 1

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

Christopher Norton driving a convertable car

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

Message from CEO Manish

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo

Nov 2, 2023

Article

Things Change

Dan Russo

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

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ADV Part 2

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GIPS® Report

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Bethesda, MD 20814

Phone

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Privacy Policy

ADV Part 2

ADV Part 3

GIPS® Report

Address

7373 Wisconsin Ave. Suite 750
Bethesda, MD 20814

Phone

Be in the know

Receive our market insights, news, and perspectives, directly in your inbox.

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.