Key Takeaways
- • Potomac Fund Management, a Bethesda, Maryland-based tactical asset manager, announced three new initiatives at its REMIX conference: a direct indexing solution, an unconstrained hedge fund, and a standalone creative agency.
- • The firm surpassed $5 billion in assets under management earlier in 2026 after adding $2 billion over the past nine months, according to the company announcement.
- • Potomac's direct indexing solution pairs integrated tax-loss harvesting with a tactical overlay that can adjust equity exposure, debuting on its Potomac Union TAMP before expanding to other custodians and platforms.
- • The hedge fund, slated to launch early next year after a two-year incubation, will be open initially to accredited investors with a $1 million minimum and will allow expanded use of shorting, leverage and futures.
- • The creative agency will serve fintech companies, asset managers and large RIAs, drawing on the in-house marketing capabilities Potomac says supported its own growth.
Summary
Potomac Fund Management, Inc. ("Potomac"), a tactical asset manager focused on risk-management solutions, announced three new initiatives today, unveiled by CEO Manish Khatta during his opening keynote at the firm's REMIX conference in Bethesda, Maryland. The announcement follows a period of rapid growth: the firm surpassed $5 billion in assets under management earlier this year and has added $2 billion over the past nine months, according to the company.
The first initiative is a proprietary direct indexing solution that integrates tax-loss harvesting with a tactical overlay. Unlike traditional direct indexing strategies, which generally maintain equity exposure, Potomac's approach is designed to adjust exposure in response to its tactical trading signals. The product will debut on Potomac Union, the firm's turnkey asset management platform (TAMP), before expanding to additional custodians and platforms.
The second initiative is an unconstrained quantitative hedge fund planned for launch early next year. The fund is the result of a two-year incubation period and is designed to let Potomac's quantitative models operate outside the constraints of RIA custodians and the traditional '40 Act mutual fund structure, including expanded use of shorting, leverage and futures. Initially available to accredited investors, including Potomac advisors investing personal assets, it carries a $1 million minimum investment.
The third initiative is a standalone creative agency focused on high-end brand engagements for fintech companies, asset managers and large registered investment advisers. Drawing on the in-house creative capabilities that Potomac credits with supporting its own growth, the agency will help clients define what differentiates their brands. Christopher Norton, the firm's Chief Marketing Officer, said the company's experience building its own brand positions it to help others do the same.
Khatta characterized the strategy as turning success into new businesses rather than a larger organizational structure, noting that each venture began as a capability Potomac built for itself because it could not find suitable options in the market.
The first initiative is a proprietary direct indexing solution that integrates tax-loss harvesting with a tactical overlay. Unlike traditional direct indexing strategies, which generally maintain equity exposure, Potomac's approach is designed to adjust exposure in response to its tactical trading signals. The product will debut on Potomac Union, the firm's turnkey asset management platform (TAMP), before expanding to additional custodians and platforms.
The second initiative is an unconstrained quantitative hedge fund planned for launch early next year. The fund is the result of a two-year incubation period and is designed to let Potomac's quantitative models operate outside the constraints of RIA custodians and the traditional '40 Act mutual fund structure, including expanded use of shorting, leverage and futures. Initially available to accredited investors, including Potomac advisors investing personal assets, it carries a $1 million minimum investment.
The third initiative is a standalone creative agency focused on high-end brand engagements for fintech companies, asset managers and large registered investment advisers. Drawing on the in-house creative capabilities that Potomac credits with supporting its own growth, the agency will help clients define what differentiates their brands. Christopher Norton, the firm's Chief Marketing Officer, said the company's experience building its own brand positions it to help others do the same.
Khatta characterized the strategy as turning success into new businesses rather than a larger organizational structure, noting that each venture began as a capability Potomac built for itself because it could not find suitable options in the market.
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