More than a Money Manager.

Manish Khatta

President/Portfolio Manager

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Recent Posts

A trillion dollar opportunity for financial advisors

Posted by Manish Khatta on June 10, 2019

It’s not very often an opportunity comes around where a financial advisor can make a tremendous difference in the lives of clients in need and add significant AUM to their book of business.

The projected explosive growth of jobs in the healthcare and education sectors presents such a large and potentially lucrative opportunity, especially for advisors who are positioned to help these workers plan for retirement and manage their portfolios through their workplace 403(b) plans.

Employment growth for both sectors between now and 2024 is projected to run well above the national average, according to recent estimates from the U.S. Bureau of Labor Statistics (BLS). Healthcare jobs are expected to skyrocket in the coming decade—the BLS notes that 1 in 4 new jobs created between now and 2024 will be healthcare-related, and 7 out of the top 10 fastest growing occupations are in the healthcare sector.

For this very reason, the growth of the retirement advice business for workers in education, healthcare and non-profit institutions has attracted the interest of asset managers, plan providers and investment advisors. Opportunities in the 403(b) market may be different now than they were more than 20 years ago, but there remains great potential for advisors who are willing to focus on this market and offer a solution that participants find valuable--such as portfolio and risk management.

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Hypothetical is Industry Code for Hogwash

Posted by Manish Khatta on May 3, 2019

I can remember a call from years ago as if it was yesterday. One of our investors had decided to move all their Potomac accounts to another firm. This is part of life in the investment industry and for any business, when a client leaves, it can be a tremendous learning experience.

Why did this client move his business?

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Topics: Investment Management

The Most Important Gauge of Stock Market Health: Technical Analysis 101: The Advance/Decline Line

Posted by Manish Khatta on April 26, 2019

Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth of different ways to determine when individual stocks, sectors, and even the market as a whole should be bought and sold to help manage portfolio risk and reward.

But you don’t need specialty software to help determine investing trends. There are many aspects of simple technical analysis that have become increasingly popular among those who want to keep track of their investments in mutual funds, exchange-traded funds (ETFs) and other vehicles.

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Topics: Investment Management

How We Manage Money to Reduce Risk

Posted by Manish Khatta on April 23, 2019

There are a ton of ways to invest your money on the public market and get exposure to domestic companies, international organizations, or any number of different asset classes like the ones determined by Morningstar.

You can buy stocks, bonds, real estate—and that’s just the beginning.

If you’re willing to spend some time doing research, you can go further down the investing pyramid—deciding whether to buy and hold individual stocks or let index funds do the investing for you. You can purchase a couple active mutual funds, or actively trade a portfolio on your own.

Here at Potomac, we’re a tactical money manager that specializes in risk reduction. Our chosen investment vehicles are mutual funds and ETFs. Like with many terms in finance, though, the definition of a tactical manager can vary among those who practice this type of management.

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Topics: Investment Management

Ultimately we like to say that we are "More than a Money Manager. This is a small business run by people not robots. We talk, we plan, we execute together, as partners working to achieve the same goal."

Here are some topics you'll read about in our blog:

  • Our risk management techniques that make investing a smoother ride.
  • An inside view of our industry including the ugly nobody wants to talk about.
  • Our company culture and the people behind the process and much more...

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