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SCORE Asset Management strives to stand apart from other firms by offering
exceptional service that meets the needs of our clients.
We believe several aspects of how we do business differentiates us from many
other firms and indicates our commitment to service.
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Earn Trust - The only way to gain someone's trust is to earn it. We have
been earning the trust of our clients by successfully meeting their
requirements for individualized investment plans since 1996.
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Personalized Attention - Our breadth of service is large enough to
provide what each client needs, but we are small enough to deal personally with
every client. We maintain only a select group of clients so that we can serve
each one individually.
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Broad Range of Services - Whether you seek investment advice, financial
planning, or service by a minority/woman-owned business, we can meet your
needs.
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Philosophy - Our investment philosophy is that superior returns will
result by identifying and owning high-return, brand-protected businesses that
possess market dominance through low-cost production. We structure portfolios
with a strong bias toward high-quality businesses.
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Personalized Plan - Analyzing each client's current situation and future
goals is the first step we take in preparing a customized investment plan. To
do this, we assess the impact of many factors including cash flow needs, time
horizon, estate planning issues, risk tolerance, and tax implications.
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Ongoing Portfolio Reviews - Following the initial implementation of the
plan, we continue to work actively in the interests of each client by analyzing
market conditions and monitoring specific investment opportunities. We conduct
periodic portfolio reviews and maintain ongoing personal communications to keep
each client informed and involved.
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Fee-Based Compensation - Our compensation for portfolio management
services is based on assets under management, not how many trades we make. By
contrast, in some investment firms an investment manager accepts commissions
for sales of particular products, making it problematic to obtain reliable,
unbiased service.
Contact us today for more information to help you
make your decision about choosing us.
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