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SCORE Asset Management, Inc., is a Registered Investment Advisor with the SEC
(Securities and Exchange Commission). Our objective is to provide high-quality,
customer-oriented investment management to a select group of clients.
As an investment advisor, the firm specializes in the management of
high-quality, publicly traded financial assets represented by both mutual funds
and specific issues. (For more information, view
Investment Advisory Services.) A close working relationship with
clients, coupled to adherence to strict confidentiality and pursuit of solid
investment returns, remains a foundation of the firm's success.
We also offer financial planning that includes retirement planning, trustee
planning, and estate planning using gifts, trusts, and other strategies. (For
more information, view Financial Planning
Services.)
Assets are managed with specific needs identified and toward goals that are
consistent and regularly reviewed by the firm and the client. Risk profiles are
carefully managed within individual portfolios with a long-term approach to
achieving stated goals (view disclaimer).
SCORE Asset Management offers investment services as a minority/woman owned
investment management firm. View additional information about our
status as a certified woman/minority-owned business.
Ann Linderman Crenshaw is President and Owner of SCORE Asset Management. She
was born in Ocala, Florida, and is a graduate of Florida State University,
Tallahassee, Florida. She founded SCORE Asset Management in 1996 after training
as an Investment Executive at Paine Webber. She has been a successful business
owner and manager since 1979. She is an active member of the financial
community and holds various licenses. She is a
candidate for the CFP (Certified Financial Planner) designation.
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