Origem International Advisory LLC

Origem International Advisory LLC provides discretionary and non-discretionary portfolio management and investment advice to individuals — including high-net-worth clients — as well as corporations and other businesses, managing roughly $3.4 million for a small client base. The firm offers guidance across a wide range of asset types, including equities, fixed income, ETFs, options, structured products and digital assets, and may customize portfolios to client objectives.

Investment decisions draw on multiple methods of analysis (charting, technical and fundamental analysis, and modern portfolio theory) and a mix of strategies (long- and short-term purchases, option writing, derivatives, and ESG considerations); accounts are monitored on an ongoing basis with periodic rebalancing and at least monthly reviews. Origem charges advisory fees based on a percentage of assets under management that are billed monthly in arrears and provides both discretionary and non‑discretionary services.

What is unusual about Origem compared with many U.S.-based peers is that its principal office is located outside the United States and the firm functions largely as a promoter/referrer rather than as a custodian of client assets — it does not hold client accounts and instead selects and refers clients to third‑party managers. The firm also maintains a contractual referral relationship with an affiliated, foreign-registered investment adviser and is newly registered and relatively small, combining an international structure and referral model with a broader-than-typical investment menu for a firm of its size.