The Small Cap strategy seeks total return in a less efficient area of the stock market while attempting to exploit a behavioral bias amongst investors. In the small cap space, we believe there are strong opportunities for price sensitive investors in high-quality, dividend-paying companies that demonstrate consistency in their business

Inception: 1/1/2012 Style: Small Cap Core	Representative Holdings

Inception: 1/1/2012 Style: Small Cap Core

Representative Holdings

 

The SMID Cap Equity strategy approach is long term, total investment return oriented, and seeks to provide a high and growing stream of dividend income. A thorough, bottom up investment research process and adequate diversification are priorities. The stock selection criteria are focused on total return, expected contribution to portfolio yield, and quality. In this portfolio, quality implies both safety of the dividend and predictability around total investment return potential, among others. We seek to position the portfolio at the intersection of higher quality and higher-yielding stocks.

Inception: 11/1/2012 Style: Small/Mid Cap Value	Representative Holdings

Inception: 11/1/2012 Style: Small/Mid Cap Value

Representative Holdings

The Core Equity strategy is a “best ideas” total investment return portfolio of dividend-paying companies. We use a bottom up, fundamental investment approach focused on high-quality stocks. Portfolio holdings are primarily based on individual research analyst conviction levels (“best ideas”). The result is a portfolio of consistent businesses from across the capitalization spectrum that have a catalyst for future price appreciation.

Inception: 1/1/2000 Style: All-Cap Blend/Core	Representative Holdings

Inception: 1/1/2000 Style: All-Cap Blend/Core

Representative Holdings

The Dividend Growth Equity strategy is a long-term, value-oriented investment approach that seeks an attractive combination of above average dividend yield and above average dividend growth. In- depth, fundamental research is conducted on new and existing holdings. This high-quality bias and propensity to pay increased dividends helps us achieve our objectives of attractive, risk-adjusted total return, income, and growth of income.

Inception: 1/1/1981 Style: Large Cap Value	Representative Holdings

Inception: 1/1/1981 Style: Large Cap Value

Representative Holdings

The Dividend Yield Equity strategy approach is long term, total investment return oriented, and seeks to provide a high and growing stream of dividend income. A thorough, bottom up investment research process and adequate diversification are priorities. The stock selection criteria are focused on total return, expected contribution to portfolio yield, and quality. In this portfolio, quality implies both safety of the dividend and predictability around total investment return potential, among others. We seek to position the portfolio at the intersection of higher quality and higher yielding stocks.

Inception: 10/1/2010 Style: Large Cap Value	Representative Holdings

Inception: 10/1/2010 Style: Large Cap Value

Representative Holdings

The Managed Income portfolio’s primary objective is current yield. This is achieved by owning common and preferred stocks, Real Estate Investment Trusts (REITs), and energy infrastructure companies, among other securities (including fixed-income investments). All securities are publicly traded and there are no K-1s. Investment decisions are based on fundamental research. 

Inception: 4/1/2014 Style: Multi-Asset Income	Representative Holdings

Inception: 4/1/2014 Style: Multi-Asset Income

Representative Holdings

The Intermediate Core Bond investment strategy is focused on the objectives of capital preservation and income production. We seek to maximize portfolio income while minimizing credit, interest rate, and reinvestment risk. Securities in the U.S. Treasury, government agency, corporate, and taxable municipal sectors are considered for inclusion. Portfolios are structured using a laddered maturity distribution, and typically consist of 20 to 30 securities invested across an intermediate time horizon.

Inception: 1/1/1981 Style: Intermediate Core	Representative Holdings

Inception: 1/1/1981 Style: Intermediate Core

Representative Holdings

 

The Intermediate Municipal Bond strategy concentrates on high quality, intermediate maturity municipal bonds from the national marketplace. Crawford selects individual securities to create a portfolio to meet the specific needs of each client. Crawford invests the portfolio to produce above-market yields, the dominant contributor to total return in the municipal market. Through the extensive research process, Crawford identifies specific sectors and structures that are expected to produce higher-than-market yields over time. 

Inception: 7/1/2001 Style: Investment Grade Intermediate	Representative Holdings

Inception: 7/1/2001 Style: Investment Grade Intermediate

Representative Holdings

 

The Enhanced Cash Strategy concentrates on high-quality, short-term municipal bonds. The strategy provides an alternative to tax exempt money market funds. The portfolio utilizes above-market-rate-coupon municipal bonds with short-term redemption features in order to enhance the overall yield available from short duration bonds.

Inception: 7/1/2008 Style: Investment Grade Short	Representative Holdings

Inception: 7/1/2008 Style: Investment Grade Short

Representative Holdings