Legal & Disclosures

Legal & Disclosures

Path by Origin, LLC f/k/a Origin Investments Advisor, LLC (“Path”), a wholly-owned subsidiary of Origin Holding Company, LLC, provides automated investment advisory service online and through its mobile application. By accessing the website, you agree to be bound by the Terms of Use and Privacy Policy.

None of the information contained herein should be construed as an offer, recommendation, or solicitation to buy or sell any security. The content on this website is for informational and general education purposes only and does not constitute financial advice or provide a complete descriptions of Path’s investment advisory services. For more information, see Path’s Form ADV Part II and other disclosures.

All investing in securities involves risks, including the possible loss of principal. An investment in a portfolio of stocks focused on a particular sector, such as real estate, may be subject to increased risk of price fluctuation over more diversified holdings due to adverse developments that can affect a particular industry or sector. Brokerage and custodial services are provided to Path clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Any historical returns, expected returns, or projections are provided for informational purposes only, and may not reflect any actual future performance. Path only provides investment advice pursuant to a written agreement.

© 2020 Path by Origin, LLC, an SEC registered investment adviser. SEC registration does not constitute an endorsement by the Commission and does not imply a level of skill or training.

General

What you agree to when accessing our website or mobile app

How we protect your privacy and secure your non-public personal information

How we work to protect your information and prevent unauthorized account access

Disclosure

Information about Path by Origin’s business, ownership, clients, employees, business practices, and affiliations

Information on Path by Origin’s products and services

Information about the qualifications and business practices of Path by Origin
Information about the types of client and customer relationships and services we offer
information about how we operate

Agreements

The terms you agree to as our client

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