Potomac Fund Management

Potomac Fund Management is a financial advisory firm founded in 1987 and based in Miami, FL. The firm specializes in portfolio management and offers services through various platforms to different clients. As of December 31, 2023, Potomac oversaw total assets of $1,422,769,247.62, including discretionary assets of approximately $1,393,170,205.62 and assets under advisement of approximately $29,599,042.00. The firm's owners are Manish Khatta (90%) and Jeff Goodnow (10%). Potomac offers services through the Union Platform, providing discretionary investment advisory services to external and internal clients. Clients can choose from Potomac Strategies, Non-Potomac Strategies, and SMA Strategies managed by different investment advisers. The firm's investment strategies include Tactical Asset Allocation Strategies like Bull Bear, Income Plus, Guardian, Navigrowth, and Specialty Strategies like Advisor Express, Focused Growth, and Custom SMA. Potomac does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm has a structured investment process involving charting, technical analysis, fundamental analysis, and cyclical analysis. Potomac also discloses its fee structure, which includes Platform Fees, Strategy Fees, and Client Advisor Fees. The firm uses soft dollars to pay for research services and maintains a code of ethics to ensure integrity and trust in its business practices. The firm provides clients with investment discretion, allowing them to select suitable investment strategies based on their financial goals and risk tolerance. Potomac does not vote on client securities and has custody of client assets solely for fee withdrawal purposes. The firm's team, led by Manish Khatta, makes investment decisions collectively, ensuring a comprehensive approach to managing client portfolios.