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80-20 Correction Index

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Atlanta Money Manager, Financial Advisor, Financial Planner

How is it possible for CCM to adjust all client accounts in a timely manner?

Since financial market conditions can change rapidly, our entire process has been built around speed and efficiency. Our portfolio management software integrates with Schwab’s trading platform and Excel, allowing us to build and execute block trades in a timely manner. The concepts are covered in this video clip.

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