How does Origin's automated investment account performance compare to the markets or other investment advisors?

The Core Origin Automated Investment Account holds a mix of stock and bond index funds across global markets. This passively managed, globally diversified portfolio is designed to closely track broad market performance over time.

Research shows that most active investment managers fail to consistently outperform comparable index funds and ETFs after fees. Origin's index-based approach aims to meet major market benchmarks like the S&P 500.

That said, short-term results will fluctuate. Our focus is optimizing long-term returns for our clients based on their goals and risk tolerance, not chasing volatile near-term gains.

We choose low-fee funds from reputable issuers, which helps maximize your share of market returns. Our technology also implements portfolio enhancements like automated rebalancing.