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Serve your Organization with 

Great Confidence.

We take great care in the work we do. We consistently act with transparency and honesty and always put our clients first. Our primary goal is to empower your organization to fulfill its mission.

Service is at the core of what we do. We assume fiduciary duty and seek to serve your organization in a manner that reflects our appreciation for the work you do.

Every Detail. Every Client. Every Day.

Unlike other firms who outsource the investments that make up your portfolio, we get you closer to the investment process by blending our proprietary strategies to meet your organization’s specific needs. We provide a high level of client service, and we help you establish an investment policy statement and custom investment program that’s right for your organization.

We have adopted the three ideals: Stewardship, Simplified, For the Long Run. We believe they encapsulate what we do best, and they will serve as our promise throughout the service relationship.

Stewardship

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.

Client Experience: A Case for Stewardship
In this case it was primarily the planning, foresight, and stewardship provided that enabled the client to bridge a potential funding gap which was vital to its survival. The livelihood of the entity was preserved, and Crawford is pleased to report it is now thriving.

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Simplified

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.

Client Experience: A Case for Simplification

Some of the value-added components of utilizing a simplified investment approach include: less risk, more income, greater transparency, lower fees, closeness to the investment process, ancillary services such as a high degree of client service, and ultimately, stronger returns.

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For the Long-Run

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.

Client Experience: A Case for Long-Term Growth
And it's not just the first client that's stuck around. Crawford has an exceedingly high rate of client retention, over 97%, and its first four clients are still invested with the firm today. Crawford's 40-year experience serves as evidence of what the firm can accomplish over the long run.

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The Investment Policy Statement

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.

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Meeting Your Current Needs

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Focusing on the Long-Term

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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

 

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Meeting Your Current Needs

  • Spending Policy Development
  • Risk Management
  • Tax Efficiency

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Focusing on the Long-Term

  • Asset Allocation
  • Selection of Proprietary Strategies
  • Definition of Risk Parameters
  • Growth Objectives
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Achieving Successful Outcomes


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

 

Full Suite of Services

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.

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A Resource for your Organization

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Full Service Operational Support

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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

 

streamline-icon-book-flip-page@400x400

A Resource for your Organization

  • Access to Investment Research
  • Economic Insights
  • Serving as a Resource on All Other Financial Matters
streamline-icon-desktop-computer@400x400

Full Service Operational Support

  • Dedicated Operational Support
  • Support for Donor Gifted Securities
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Fulfilling Fiduciary Duty

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

What client experience is your organization seeking?

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