Tailored investment portfolios for all.

Co-create portfolios that reflect your firm's unique investment philosophy together with your clients' values. Every client gets a portfolio unique to them without having to sacrifice investment quality. Pomarium provides all of it at the click of a button.

Pomarium product screenshot
The image above is a screenshot of our portfolio generation tool. All numbers are hypothetical and are not intended to be used for a recommendation to buy or sell securities.

Grow Your Firm

Create a shareable link that you can market or give to clients for referrals. Each new survey taken is logged directly on your dashboard as a prospect, without you having to pay for leads, cold call, or other painful marketing tasks.

Boost Your Service

Connect with your clients on more than just money. Pomarium makes it easy to connect what is important to your clients with the value you bring to the table. The result is an exceptional client experience, even in down markets.

Reduce Your Fees

Portfolios are generated using individual holdings. With Pomarium there are fewer ETF and Mutual Fund fees.  You can charge the same amount while reducing the net fee to clients, or increase your advisor fee with no net increase to the client.

Offering for All

Pomarium generates portfolios using fractional shares of individual stocks allows for increased accessibility and flexibility for all of your customers. We make it easy to provide massive value to all of your clients, not just a select few.

Differentiate your firm and provide customers with more of what they want.

Customers become concerned with fees only in the absence of value. For decades, asset managers and brokerage platforms have struggled to create real value for their customers. With Pomarium, you can increase your profitability by providing real value that your customers are looking for: A values-driven portfolio, built exclusively for them, without having to sacrifice returns.

Pomarium offers portfolio managment the way it should be done.

  • Independent Portfolio Reviews
  • Personalization Consulting Sessions
  • Fee Reduction Analysis
  • Client Experience Training

More than a robot.

Our team has experience working with individual investors on a daily basis. Leaders across the data science, technology, and finance industries have come together to create an investment algorithm with your values at the center.

Erik Sartin Headshot - Pomarium

Erik Sartin

Co-Founder • CIO & CFO
  • Built successful financial planning practice.
  • Investment portfolio management with over 100 households.

Libby Sparks, MPH, CSM

COO • Operations
  • Taken two products live totaling $250M.
  • Led and scaled multiple technical teams between 5 and 75+ people.
Bradley Sparks Headshot - Pomarium

Bradley Sparks, MS

Co-Founder • CEO
  • Built successful financial planning practice.
  • Started and operating multiple companies in the finance, education, and industry sectors.

Josh Chambers, MA, LPC

CBO • Branding and Marketing
  • Serial entrepreneur. Fintech founder.
  • 20 years of branding, product, & design. Google, Reebok, Viacom, DoorDash.

Nathan Faber, MS

CSO • Investments and MAchine Learning
  • 10 years of algorithmic investment strategies in hedge funds and mutual funds.
  • MS Carnegie Mellon Tepper School of Business.

Marin Berg

CTO • Product and Technology
  • Led product at two companies from early stage to IPO.
  • Successfully built two B2B tech platforms from scratch.

Gabby Melli

Data Scientist
  • Led the first data-driven pilot program, utilizing nonlinear mixed effects modeling to study client symptom improvement at SonderMind.
  • Executed exploratory modeling projects, including supervised and unsupervised machine learning approaches.
  • Winner of internal Engineering Hackathon 2022 at SonderMind.

Advisory Board

Charlie Quann, MS

Head of Corporate Reporting and Decarbonization
Planet FWD
Charlie Quann is a passionate sustainability practitioner with a proven track record of helping corporations decarbonize operations and transition to a net-zero economy. He works with companies through all stages of their climate journey from inaugural emissions inventory through science-based target setting, to the development and implementation of robust net-zero transition plans. Charlie served as an Advisory Lead at Antea Group prior to joining Planet FWD as their Head of Corporate Reporting and Decarbonization.

JD Bruce, CPA, PFS

Senior Consultant
at Herbers & Company and President Emeritus of Abacus Wealth Partners
JD’s experience and expertise in the financial services industry has surpassed two decades helping accounting, technology companies, and independent advisory firms grow. Prior to Herbers & Company, where JD consults firms across the globe on leadership and growth, he was the President of Abacus Wealth Partners. Under JD’s leadership, the firm grew from 25 to 75 employees, 500 million to 4 billion in managed assets, 5 to 25 million in revenue, 2 to 22 partners, 3 to 7 offices, and made 12 M&A transactions.