Firm Philosophy

We call ourselves “Origin” because this is a starting point – a new beginning for investment management. To achieve this vision, we dedicate ourselves to executing the fiduciary standard to ensure your interests always come first. Operating as an independent company, our clients benefit from impartial advice. Our flexibility allows us to work with clients in a variety of ways, ranging from comprehensive wealth management to specialized investment strategies. Our goal is to consistently provide you with value and service.

Your Interests Come First

We founded our business on the idea that our loyalty lies only with you. We are dedicated to supporting and assisting our clients wherever they are and whenever they need us. Origin strives for clear communication to meet client needs and to strengthen our relationship. Our ultimate objective is the investment success of our clients.

Your Assets are Yours

Your assets are held in a separately managed account so that you can see your investments and have access to your funds. We use an outside custodian, TD Ameritrade Institutional, who provides safekeeping of your assets and independent portfolio valuation.

Our Joint Focus is Long-Term

We place great emphasis on understanding your long term goals to create a realistic path toward both meeting and exceeding them. It is our mission to grow with you, not to gain at your expense. When we invest, we focus on a long-term overall plan, rather than speculating on short-term price fluctuations.

Consistency is Key

We focus our energy on helping you build and preserve wealth to achieve your goals.

Firm Service

Your investment success is our only business. We tailor portfolios to provide consistent returns over time. You retain full ownership of your account. We help you more clearly define your goals and objectives.

Goal-Oriented Portfolio Services

We approach each goal oriented portfolio services client without predetermined recommendations.

We develop a strategic asset allocation based on your profile to best meet your needs.

We audit your investment expenses to make you fully aware of all costs associated with investment management.

We use low cost investments to implement your investment plan.

Retirement Planning

Together, we take command of your future.

With a well-designed retirement plan, you can achieve financial independence.

We focus on the aspects of your financial life that we can control. This increases the likelihood that you'll enjoy a rewarding retirement.

Having a plan will create clarity and focus allowing you to stay the course when life throws you curveballs.

Comprehensive Financial Planning

We work together to create a comprehensive financial plan that best meets your needs.

We gather your financial data and help define and prioritize your expectations and goals

We determine your financial strengths and opportunities.

We assist you in both implementing and monitoring your plan.

We are always available to answer any questions.

Less is More

Origin Wealth Advisers operates without layers of bureaucracy, making us nimble and able to respond to your portfolio’s changing needs.

Your Adviser

Our firm, along with the CFA Institute, is dedicated to Putting Investors First.

We exercise the highest ethical standards and maintain a high level of knowledge and professional competence.

Origin Wealth Advisers has both the experience and the integrity to do right by its clients.

Morgen Beck Rochard, CFA, CFP®

Morgen Beck Rochard, CFA, CFP® serves as the Managing Member for Origin Wealth Advisers. Morgen has extensive experience in capital markets, trading, and risk management. Prior to founding Origin, Morgen managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Morgen previously traded for Trinity Derivatives Group as an equity options market maker. She focused on arbitrage and trading volatility in a market neutral portfolio. Throughout her career, Morgen has emphasized disciplined risk management.

Morgen holds the Chartered Financial Analyst® designation and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. She earned a Bachelor of Science Degree in Health Science from Boston University. Active in the New York community, Morgen is a member of the NY Society of Security Analysts where she serves on the Private Wealth, Global Investment and Alternative Investment Committees. She is also a member of CFA Institute. In her free time, Morgen spends time with her husband in Brooklyn. She enjoys martial arts, plays the piano and loves to cook.

Subtleties Matter

We emphasize attention to detail in both operations and portfolio management to help you achieve your goals.

Contact Origin

Please reach out to us for more information or if you have additional questions. Feel free to connect with us on LinkedIn.