Guardrails by Potomac

About this episode

In this episode, Christopher Norton and Manish Khatta discuss Potomac's risk software, Guardrails, and its impact on portfolio resilience.

In this episode of Conquer Risk, host and Potomac CMO Christopher Norton and CEO Manish Khatta unpack the thinking behind Guardrails, Potomac’s risk software built on real math and designed to help build more resilient portfolios. They discuss why traditional risk tools fall short, how Guardrails brings discipline and clarity to portfolio construction, and what’s ahead as Potomac continues investing in tools that strengthen advisor businesses.     Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts   Subscribe on Spotify     Learn more about Potomac: https://potomac.com/    Read our blog:  https://potomac.com/blog     Disclosure:  https://potomac.com/disclosures     PFM- 206-20260407 Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Christopher Norton

Guest: Manish Khatta

Topics covered

• risk management
• portfolio construction
• financial tools
• investing
• advisor business

Keywords

• risk software
• Guardrails
• portfolio resilience
• financial advisors
• investment tools

Mentioned in this episode

Organizations: Potomac, Apple Podcasts, Spotify

Products: Guardrails

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