BETHESDA, Md.–(BUSINESS WIRE)–Potomac, a tactical asset manager, is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory. This achievement reflects the firm’s commitment to putting the right people in the right seats, highlighted by the promotion of Dan Russo, CMT, to Co-Chief Investment Officer.
Potomac’s growth has been exponential. In 2019, the firm closed the year with approximately $140 million in assets. Since then, its tactical investment strategies have gained significant traction across Broker-Dealers and TAMPs, fueling its rapid ascent.
“The BD and TAMP landscape is saturated with passive, beta-driven strategies. Advisors don’t need another subpar way to get S&P 500 exposure,” said Manish Khatta, CEO and Co-CIO of Potomac. “What we’re seeing is strong demand for uncorrelated, tactical solutions that prioritize risk management.”
The announcement also marks a strategic leadership move with Dan Russo’s elevation to Co-CIO.
“Dan has been instrumental in shaping our investment philosophy and driving performance. His deep market insight and disciplined approach make him the ideal partner in leading our investment team,” added Khatta.
Potomac’s suite of tactical strategies empowers advisors to tailor portfolios to each investor’s unique needs. Its mutual funds offer a risk-managed solution where advisors can act as portfolio managers, a model built to conquer risk.
To learn more about Potomac, click here.
About Potomac
Headquartered in Bethesda, MD, Potomac is an investment strategist firm serving financial advisors with resources Built to Conquer Risk®. Potomac’s 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. Potomac’s philosophy is to “Win by Losing Less,” and its goal is to deliver competitive returns with less downside risk. Potomac now manages over $3.0B in AUM/AUA as of 10/29/25.
Contacts
Media Contact
Christopher Norton
[email protected]
(510) 850-4602
