Firm expands capabilities as advisor demand drives continued platform growth

Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-management solutions, today announced that client assets under management have surpassed $4.4 billion, a more than 3,000% increase since 2020. The milestone reflects sustained advisor demand for Potomac’s disciplined, quantitative approach to risk management.

Fueled by rapid growth and expanding advisor demand, Potomac has evolved its institutional-grade offering through Potomac Union – the firm’s “most-in-one” turnkey asset management platform (TAMP). Potomac now offers risk-managed strategies through its Self-Directed Brokerage Account (SDBA) program designed to help financial advisors deliver professional portfolio management solutions for client assets held in workplace retirement plans.

While Potomac has long managed SDBA accounts through Potomac Union, this updated offering will allow advisors to implement Potomac’s strategies directly within 401(k), 403(b) and other employer-sponsored plans, create custom allocations or leverage OCIO-style model portfolios through a streamlined operational framework.

“The data shows that investors are better off with the guidance of financial advisors. Our SDBA program will put the power of the advisor in front of workplace retirement plan investors and their largest financial asset. It’s a win-win,” said Manish Khatta, CEO of Potomac.

As advisors increasingly look for ways to manage retirement plan assets alongside the rest of a client’s portfolio, many still face challenges when working within employer-sponsored plans. While various retirement plans offer SDBA functionality that allows participants to work with financial advisors, adoption has historically remained limited due to plan complexity and operational friction. Potomac’s enhanced solution vastly expands advisor access while simplifying implementation and management.

“Advisors shouldn't have to choose between flexibility and efficiency,” said Jeff Goodnow, Chief Growth Officer at Potomac. "Our enhanced SDBA program allows advisors to customize portfolios and streamline implementation through turnkey models, while bringing that same flexibility directly into the retirement plan environment."

To learn more about Potomac’s SDBA program and request plan availability, please visit https://potomac.com/sbda.

About Potomac Fund Management

Potomac Fund Management is an SEC-registered investment advisor headquartered in Bethesda, Maryland, specializing in quantitative, risk-managed portfolio solutions for financial advisors. Combining institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®, Potomac helps advisors navigate changing market environments through data-driven strategies designed to reduce downside exposure while participating in long-term market opportunities. Potomac’s mission is to provide financial advisors with differentiated tactical management rooted in transparency, consistency, and advisor partnership. For more information, visit potomac.com. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com/disclosures.

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