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<\/a>\nFueled by rapid growth and expanding advisor demand, Potomac has evolved its institutional-grade offering through Potomac Union<\/b><\/a> \u2013 the firm\u2019s \u201cmost-in-one\u201d turnkey asset management platform (TAMP). Potomac now offers risk-managed strategies through its Self-Directed Brokerage Account (SDBA) <\/b>program designed to help financial advisors deliver professional portfolio management solutions for client assets held in workplace retirement plans.<\/p> \nWhile Potomac has long managed SDBA accounts through Potomac Union, this updated offering will allow advisors to implement Potomac\u2019s strategies directly within 401(k), 403(b) and other employer-sponsored plans, create custom allocations or leverage OCIO-style model portfolios through a streamlined operational framework.<\/p> \n\u201cThe 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\u2019s a win-win,\u201d said Manish Khatta<\/b><\/a>, CEO of Potomac<\/b>.<\/p> \nAs advisors increasingly look for ways to manage retirement plan assets alongside the rest of a client\u2019s portfolio, many still face challenges when working within employer-sponsored plans. While various retirement plans offer SDBA functionality that allows participants to work with financial advisors, adoption has historically remained limited due to plan complexity and operational friction. Potomac\u2019s enhanced solution vastly expands advisor access while simplifying implementation and management.<\/p> \n\u201cAdvisors shouldn't have to choose between flexibility and efficiency,\u201d said Jeff Goodnow<\/b><\/a>, Chief Growth Officer at Potomac<\/b>. \"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.\"<\/p> \nTo learn more about Potomac\u2019s SDBA program and request plan availability, please visit https:\/\/potomac.com\/sdba<\/a>.<\/p> \nAbout Potomac Fund Management<\/b><\/p> \nPotomac Fund Management is an SEC-registered investment advisor headquartered in Bethesda, Maryland, specializing in quantitative, risk-managed portfolio solutions for financial advisors. Combining institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk\u00ae, Potomac helps advisors navigate changing market environments through data-driven strategies designed to reduce downside exposure while participating in long-term market opportunities. Potomac\u2019s mission is to provide financial advisors with differentiated tactical management rooted in transparency, consistency, and advisor partnership. For more information, visit potomac.com<\/a>. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com\/disclosures<\/a>.<\/p> \nMedia Contact:<\/b>