Potomac Fund Management, a tactical asset manager focused on risk management solutions, announced that its client assets under management have surpassed $4.4 billion, representing growth of more than 3,000% since 2020. The company said the milestone reflects continued demand from financial advisors for its quantitative and disciplined approach to managing risk.
The firm has expanded its institutional investment offering through Potomac Union, its turnkey asset management platform (TAMP). As part of this expansion, Potomac has enhanced its Self-Directed Brokerage Account (SDBA) program, enabling financial advisors to deliver professionally managed investment strategies for assets held within workplace retirement plans.
Potomac noted that it has managed SDBA accounts through Potomac Union for years, but the updated program broadens advisor capabilities by allowing the implementation of Potomac’s investment strategies directly within 401(k), 403(b), and other employer-sponsored retirement plans. Advisors can also create customized allocations or utilize OCIO-style model portfolios through a more streamlined operational structure.
The enhanced SDBA solution addresses a growing need among advisors seeking to manage retirement plan assets alongside clients’ broader portfolios. While many workplace retirement plans offer SDBA functionality, adoption has historically been constrained by administrative complexity and operational challenges. Potomac said its latest enhancements simplify implementation and expand advisor access to these retirement assets.
According to the company, the program is designed to provide greater flexibility and efficiency for advisors while extending professional portfolio management capabilities into the retirement plan environment.
Potomac Fund Management is an SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm specializes in quantitative, risk-managed portfolio solutions for financial advisors, using data-driven strategies aimed at reducing downside exposure while participating in long-term market opportunities.
KEY QUOTES:
“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.”
Manish Khatta, CEO, Potomac Fund Management
“Advisors shouldn’t have to choose between flexibility and efficiency. 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.”
Jeff Goodnow, Chief Growth Officer, Potomac Fund Management
