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Atlanta Money Manager, Financial Advisor, Financial Planner

Do I have to liquidate my existing positions before becoming a CCM client?

Ultimately, that is your call. Many clients prefer to start with a clean slate, allowing the CCM Market Model to make the decisions from day one. If you prefer to keep your existing positions, we will treat them like any other investment option. If your existing positions can earn their keep, we will hold them. If an opportunity cost analysis tells us there are clearly better options for your capital, we will liquidate the less attractive position. More information on this topic can be found in this video clip.

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