A CLOSER LOOK: YCHARTS & ORIGIN WEALTH ADVISERS ABOUT: Origin Wealth Advisers LLC is an independent, fee-only Registered Investment Adviser (RIA). Origin seeks to take wealth management back to its origin, when portfolios were not heavily traded, fees were disclosed and reasonable, and the portfolio manager stood for the client. Executive Summary Origin’s value-oriented investment strategy is based on finding high quality securities, and then adopting a buy and-hold approach. Origin Wealth Advisers needed a research provider with comprehensive data and user-friendly tools. YCharts provides Origin with all the economic data points and security information they are looking for and at the right price. Since utilizing YCharts over the past few years, Origin has benefitted from faster

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