MIAMI--(BUSINESS WIRE)--Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, today placed its values front and center on its website in a bid to show it truly leads with transparency.
Potomac has differentiated itself by building its business on a deep level of openness and honesty. Its focus has been to educate and inform, so, with all that in mind, Potomac has put the company’s values, benefits, and perks for all financial services to see.
“Most of the time, an organization won’t provide this level of detail until they produce an offer letter. That’s not us. We lead with our values,” said Potomac Chief Executive Officer Manish Khatta. “Both prospective employees and prospective clients should know what we’re about, and we challenge the rest of the industry to do the same.”
Potomac’s mantra “just do the right thing, and the rest will take care of itself” applies to everyone: employees, clients, and partners. The Potomac management team’s values directly link to how they take care of employees. From paying 100 percent of an individual’s healthcare to unlimited paid time off, an employees’ well-being comes first at the company.
Growing more than $400 million in AUM/AUA in the last 18 months as the firm expands, so does its commitment to provide a ladder of opportunity. This growth has spurred the reorganization of Potomac’s staff into three distinct teams, led by Jennifer Burton, Jeff Goodnow, and Christopher Norton. Mrs. Burton is now the Chief Operations Officer with a team of four, Mr. Goodnow is the Chief Growth Officer with two employees, and Mr. Norton is the Chief Marketing Officer and oversees three employees.
“Our new titles are more a reflection of our incredible teams than they are of ourselves,” said Jennifer Burton. “We are as dedicated to them as they are to us and are committed to building a company that fosters careers, not jobs.”
Potomac continues to lean into its growth as it looks to fill two new positions: a web developer and a research associate. For more information about Potomac’s values and employment opportunities, visit https://potomacfund.com/values
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) Potomac is a boutique investment strategist for financial advisors. With strategies available on numerous platforms including, Evestnet, SMArtX, and Orion Portfolio Solutions, the Union UMA platform, and a direct offering, Potomac supports advisors with the resources best suited for their individual businesses. Each avenue is built on Potomac’s core belief that financial success is about more than hitting a number twenty years into the future; it’s about feeling confident as you get there. For more information, visit www.potomacfund.com.
