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 benefited from faster, easier and more efficient screening as well as powerful presentation charts to enhance client servicing.

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