We assume fiduciary duty, and we’re committed to client relationships. We have a fully integrated, in-house team supported by advanced operations, technologies, and professional governance process systems. Our unswerving goal is to always do what’s in the client’s best interest.

Our approach is simple, but it works. We like to call ours a common sense investment program. Our belief in quality is rooted in the interest of narrowing the range of possible investment outcomes. We offer focused investment programs and a full suite of services. Because we employ our proprietary strategies, we charge one single, transparent level of fees.

We seek to provide attractive returns over full market cycles, so our clients can experience the benefits of staying invested over time. We believe in the power of compounding and growing dividends, and we seek to exploit this to the advantage of our investors. Our 40+-year endowment and foundation track record speaks for itself.

At Crawford, portfolio management begins with understanding the needs, goals, and objectives of your organization. Investment decisions are at the core of our approach, and we help each organization refine its Investment Policy Statement to clearly inform the management of their investment portfolio with emphasis on both their current and long-term objectives.

Meeting Your Current Needs	Focusing on the Long-Term	Achieving Successful Outcomes
Spending Policy Development Risk Management	Asset Allocation Selection of Proprietary Strategies Definition of Risk Parameters Growth Objectives	Remaining Invested Providing for Current Needs Providing for Future Needs Long-Term Asset Accumulation

 

Meeting Your Current Needs

Spending Policy Development Risk Management Tax Efficiency

Focusing on the Long-Term

Asset Allocation Selection of Proprietary Strategies Definition of Risk Parameters Growth Objectives

Achieving Successful Outcomes

Remaining Invested Providing for Current Needs Providing for Future Needs Long-Term Asset Accumulation

 

We seek to advise clients on all aspects of their affairs and provide a comprehensive array of services to enable your organization to achieve successful outcomes.

A Resource for your Organization	Full Service Operational Support	Fulfilling Fiduciary Duty
Access to Investment Research Economic Insights Serving as a Resource on All Other Financial Matters	Dedicated Operational Support Support for Donor Gifted Securities	Fiduciary Support and Services Staff Committee, and Board Education Engagement with all Stakeholders

A Resource for your Organization

Access to Investment Research Economic Insights Serving as a Resource on All Other Financial Matters

Full Service Operational Support

Dedicated Operational Support Support for Donor Gifted Securities

Fulfilling Fiduciary Duty

Fiduciary Support and Services Staff Committee, and Board Education Engagement with all Stakeholders