Potomac Strategies Now Available on the Axxcess Platform

BETHESDA, Md.--(BUSINESS WIRE)--Potomac Fund Management, Inc. (“Potomac”), a tactical asset manager specializing in risk-management solutions, today announced that its suite of model strategies is now available on the Axxcess Platform.

Axxcess Wealth Management, headquartered in Carlsbad, CA, is an industry-leading outsourced wealth services platform with approximately $11+ Billion in Total Assets. Axxcess serves 35k+ accounts, 180+ platform users and curates 400+ SMA strategies on the Axxcess Platform.

“Our platform supports advisors working with ultra-high-net-worth families who require institutional-caliber solutions,” said Cory Persson, CFA, CFS, Chief Investment Officer at Axxcess Wealth Management. “Potomac’s unconstrained, tactical approach adds an important layer of risk management and diversification for clients who expect portfolios to adapt as markets change.”

Potomac’s model strategies are tactical, unconstrained, and risk-aware, designed to maximize gains while limiting the severe catastrophic losses that can hinder long-term performance.

“Financial advisors don’t need another highly correlated strategy delivered with a free wholesaler lunch,” said Manish Khatta, CEO of Potomac. “They need strategies that are actually differentiated and offer low correlated diversification.”

Potomac’s focus on rigorous risk management continues to resonate with broker‑dealers, TAMPs, and wealth managers, driving growing demand for strategies built to conquer risk®. Potomac manages over $3.2B in AUM/AUA as of 12/31/2025.

About Potomac

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®. Our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.