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SCORE Asset Management has built a reputation by managing investment portfolios
for institutions and individuals with substantial assets. We currently manage
over $10 million.
Learn more about our investment advisory services by viewing these sections:
Our investment philosophy reflects fundamental principles of investing that
have long been accepted as the basis of professional money management.
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Our mission is to provide each client with a comprehensive investment strategy
tailored to individual financial circumstances and to recommend
appropriate investment vehicles based on that strategy.
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We believe asset allocation strategies are the wisest approach to try to
conserve assets and maximize their growth.
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Our business is the careful crafting of customized, diversified investment plans.
We design each plan to achieve an appropriate balance, considering the client's
risk tolerance, liquidity needs, and short-term and long-term goals.
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Once investments are placed, we carefully monitor the markets daily and make
adjustments to try to maximize the client's portfolio performance -
without engaging in market-timing strategies.
We believe that by identifying and owning high-return, brand-protected
businesses that possess market dominance through low-cost production, superior
returns will result. We structure portfolios with a strong bias toward
high-quality businesses.
A typical managed portfolio has a diversification of various mutual funds or
individual issues with these attributes:
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Strong financial characteristics
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A market dominance in their primary business
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A record of delivering quality products at a competitive price
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Earnings and dividend growth is higher than the overall market
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Valuations are reasonable to historic ranges
Typically asset turnover is relatively low, averaging 35% or less annually over
a full market cycle. We believe this long holding period allows fundamentals to
develop, which should be reflected in higher prices (view disclaimer).
Our diversified portfolio management services are based on five strategies for
creating portfolios:
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Income
- Capital preservation and moderate growth
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Balanced
- For a combination of income and capital growth
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Strategic Growth
- Higher potential returns with moderate risk
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Aggressive Growth
- The highest potential returns, accompanied by higher risk
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Global Equity - For a balance between domestic investments and the
growth potential available in the international market. (Foreign investments
involve greater risk than U.S. investments, including political developments
and currency fluctuations. These risks may be magnified in emerging markets.)
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Securities in your brokerage account are protected by SIPC (Securities Investor
Protection Corporation) up to $500,000 (cash claims limited to $100,000).
Additional protection of up to $99,500,000 is also provided, bringing total
coverage to $100 million. Coverage does not protect against a decline in the
market value of securities. (Account protection through SIPC ensures the safety
of clients' securities in the unlikely event the custodian is unable to meets
its own financial obligations. It does not protect securities from a decline in
market value.) Securities are custodied at Fidelity Institutional Brokerage
Group, Boston, Massachusetts.
We are a fee-based advisor. Our advisory fee is a sliding-scale percentage that
is inversely based on the size of your managed account. We collect this fee
quarterly in arrears.
We invite prospective clients to request a complimentary portfolio review and a
copy of our Form ADV Part II. Contact us to
schedule your review.
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