Pomarium transforms investment strategies into personalized stock portfolios, instantly.

Release untapped value for all of your clients through lower costs and a more personalized investing experience.

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Lower fees, better outcomes.

With just a per-seat cost, eliminate mutual fund and ETF fees by delivering stock portfolios. Improve portfolio performance by reducing fee drag.
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Save hours of time.

Save hours in research needed to build portfolios. Instantly create portfolios based on new or existing investment strategies that you want.
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Win and retain clients.

Individual stock portfolios unlock scalable and flexible services that clients are looking for. Authentic values-alignment, personalized tax management, and more.
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About Us
Sub-advisors build and execute a strategy, and charge high AUM fees. Pomarium builds your preferred investment strategies instantly and makes it easy to execute on the existing trading system you already have access to.

Trading systems supported: Orion, BlackDiamond, Altruist, iRebal, LPL, Raymond James, SEI, Apex, Envestnet

Pomarium is a software platform, not a subadvisor.

Built by advisors, for advisors.

A solution for ALL clients.

Easily manage the one-off values requests, charitable donations, or employer stock concentration without having to create a whole new process.
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Take back control.

Manage your investments with ease and simplicity. No more dealing with inflexible, expensive sub-advisors or non-transparent funds.
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Fixed cost without AUM fees.

Simple, fixed pricing per advisor so both you and your client win. As you grow, our fees stay the same so you are rewarded for your time and expertise—not a sub-advisor.
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“We owe it to our clients to deliver investments they love.”

Brad Sparks & Erik Sartin
Founders • Pomarium

Bring a new level of personalization to your practice today.

Adding Pomarium will enhance your clients' experience, save you time, and elevate your firm to new heights.
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Data in this report pertain only to social impact, not financial performance. Pomarium is not an investment advisor and does not provide investment advice or investment recommendations. The information contained herein is believed to be from reliable sources, but we make no warranty or guarantee as to the accuracy of the information. Information presented may change over time based on market or other conditions without notice. Please consult with your advisor for more details about any of the metrics displayed in this report.
Links to external websites are strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided in the web links within this report. Nor is Pomarium liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this report. When you access one of these links, you assume total responsibility and risk for your use of the websites.
Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Socially responsible investing does not guarantee any amount of success. This analysis may not provide a complete picture of the social impact as it is only as reliable as the amount of data available.
© Pomarium – 2024