| Do you require me to liquidate my assets to join your firm? |
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You are not required to liquidate your assets if you decide to work with us. However, you may find out during our discovery process that your current portfolio needs to be rebalanced to account for your unique ability, willingness and need to take risk. When you first begin to work with us, it may make sense to immediately begin rebalancing your portfolio, which may require selling some assets to buy others.
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