For over a decade, I have dedicated myself to enhancing the financial well-being of my clients, starting with the pursuit of numerically efficient solutions. However, I soon realized something was missing when these meetings felt as joyless as visits to the dentist. This prompted me to ask, "What is missing?" The answer lay in understanding my clients' values, their relationships with money, and their boldest dreams. This realization shifted my focus from merely providing efficient solutions to crafting plans that truly resonated with their personal aspirations, whether it was starting a business, furthering their education, launching a real estate project, or making charitable contributions.

Despite these tailored plans, there was often an element of traditional investing which often led to glazed eyes and a return of the 'dentist experience'. Recognizing the need for a more personalized approach, I saw an opportunity to innovate beyond the standard offerings like the typical "80% stock ETF portfolio" that was laden with confusing terms, unclear fees, and ignorance of the companies that are being invested in. My clients deserved better, so I embarked on finding a solution that could deliver the value my clients expected from me. The problem was that the industry did not offer something that was 1) easy to use that did not disrupt our operations 2) available for clients at any wealth level 3) could offer a portfolio built for every single client.

This led to the creation of Pomarium, a software tool born from the necessity to develop unique, value-driven portfolios for each client in an accessible and automated manner. Pomarium is more than just a financial tool; it is the cornerstone of a brand committed to reshaping an entire institution. By enhancing transparency, scalability, reducing fees, and emphasizing personal values, Pomarium seeks to redefine how investments are made and managed.

Building a brand with the power to change an institution and leave a lasting legacy is no small feat. It involves hard choices and personal sacrifices. However, the path to creating something transformative is paved with such challenges. Pomarium represents a critical step in this journey, giving a voice to the masses in an industry dominated by the elite. It challenges the status quo by empowering individuals to direct investments in ways that align with their values and promote a more just and sustainable world, while also tending to their own financial well-being.

Our mission at Pomarium is to ensure that everyone—not just the wealthiest—has a seat at the table, influencing how corporations behave and how our culture progresses. By integrating the values of everyday investors into the financial mechanisms that drive global businesses, Pomarium is setting a new standard for what it means to invest responsibly.

As we continue to build and evolve Pomarium, we stay committed to the vision of a better world, inspired by the belief that our collective efforts can reshape industries and improve lives. I invite you, your families, and your communities to join us in this endeavor—to talk, to engage, and to act, ensuring our investments and our values align in creating the future we all deserve.

Brad Sparks, Co-Founder and CEO of Pomarium

‍