Private Client

Crawford Investment Counsel has been serving the investment needs of private clients for over 30 years. This has always been an important and significant component of the overall business, representing half of the firm’s assets. Our success working with private clients can be attributed to the individual attention placed on the needs of clients. The firm’s proprietary investment strategies are highly transparent and aligned with the needs of many high net worth clients. Our experience and perspective on the issues facing a private investor helps us create an investment portfolio that is consistent with their needs, goals, and objectives. In addition, Crawford Investment Counsel offers clients transparency, stability and continuity which combined with the above factors, have contributed to a very high rate of client retention and organic growth.

Our private clients appreciate the importance we place on building long-term relationships. This is accomplished by providing competitive, value-added investment strategies, retaining personnel to ensure continuity, and by providing a high level of client service. Our expertise is in the management of liquid asset investment portfolios, but we work closely with a client’s other advisors to be certain their investment portfolio complements their overall legal, tax and specific circumstances.