Skip navigation
The Daily Brief
Potomac Fund Management President Manish Khatta

Potomac Model Portfolios Now Available on Axiom RIA, Fidelity Platforms

Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.

Boutique turnkey asset management provider Potomac Fund Management has announced partnerships with Axiom RIA, an investment platform available to advisors at Geneos Wealth Management, and the Fidelity Separate Account Network, the custodian’s model marketplace. Geneos, which has about 300 independent advisors, and Fidelity's RIA clients will now have access to Potomac’s tactical model portfolios via these platforms.

Potomac’s models are also available on the Envestnet, Adhesion, SMArtX and Orion platforms. Over the past year, the firm has seen its assets on the Envestnet platform grow 469%.

Advisors can access Potomac models through these platforms, as well as through Union, Potomac’s UMA platform aimed at smaller advisory firms, launched in July.

“We’ve gotten a lot of feedback from some of the advisors from $20 million to $40 million are totally being ignored by some of the bigger platforms, or they don’t like the ticket customer service approach,” said Manish Khatta, president of Potomac. “So we’ve decided to create this Union UMA specifically for advisors in that space, where they’re just totally frustrated.”

The firm will limit the growth on that platform, so that these advisors have more hand-holding.

“These guys don’t want to go to a $1 trillion shop and be a small spoke in the wheel,” Khatta said.

Want The Daily Brief delivered directly to your inbox? Sign up for's Morning Memo newsletter.

TAGS: Technology
Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.