We understand the pieces of the investment equation your organization is juggling. We seek to meet and exceed client objectives by strategically blending our proprietary investment strategies into a portfolio that is designed to satisfy your organization’s risk, income, and total investment return objectives.
We are an investment-led organization, seeking to provide our clients with sound results over full market cycles. As long-term investors, we strike a favorable balance between risk and reward, and our clients experience the advantages of remaining invested and compounding returns over time. We accomplish this through high-quality investments that we believe meaningfully increase our chances of success.
Years of Experience
Proprietary Stock and Bond Strategies
Firm AUM; 1.7B Non-Profit AUM
Founding Relationships Are Still with the Firm Today.
Employees; 100% Employee-Owned; 13 CFAs and 3 CPAs.
Client Asset Retention Rate
We understand the mission and responsibility you have. As your investment manager, we assume fiduciary duty and guide you through the investment management process.
We do the fundamental work ourselves, building your portfolio from the bottom up and ensuring only the securities we believe have the greatest chances of success make it into your portfolio.
Our ultimate goal is to apply our time-tested investment philosophy to enable your organization to enjoy the benefits of remaining invested and compounding returns over time.
We strive to earn trust every day by consistently applying our time-tested investment philosophy and aligning our fully integrated team and resources to provide each client an exceptional, highly personal experience. Our custom portfolios seek to meet individual risk, return, and income objectives, driving successful outcomes in the process.
Learn more about our
We are an investment-led organization, seeking to provide our clients with sound results over full market cycles. As long-term investors, we strike a favorable balance between risk and reward, and our clients experience the advantage of remaining invested and compounding returns over time. We accomplish this through high-quality investments that meaningfully increase our chances of success. For over 40 years, our solutions have enabled our clients to invest and stay invested with great confidence.
Learn more about our
600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339
Main: 770.859.0045
Fax: 770.859.0049
Email: info@crawfordinvestment.com
Copyright © | Crawford Investment Counsel, Inc. | All Rights Reserved.
Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
Web Site Development by: Goodwood Consulting
You are now leaving the Crawford Investment Counsel website and accessing the
Crawford Investment Funds website.
To help us personalize the site to your needs,
please select one of the following that best describes you.
You are now entering the area of the Crawford Investment Counsel website
that is for Consultant & Investment Professional Use Only.
You are now leaving the Crawford Investment Funds website and accessing the
Ultimus Fund Solutions website.
You are now entering the area of the Crawford Investment Counsel website
that is for Endowment & Foundation Use Only.
