Overview and Philosophy

  • Firm Overview

    Founded in 1980, we are 100% employee-owned with approximately $5.8 billion* in assets under management. We have built a fully integrated investment management firm with multiple generations in place to continue running the organization on its founding principles. Our investment philosophy has been consistently applied since the firm’s inception. We maintain a high level of client retention and deliver attractive long-term investment returns. Key components of each strategy are the fulfillment of specific objectives, consistent income generation, risk management, and a high level of personalized service.

     

    *As of 6/30/2018

  • Firm Philosophy

    Our business philosophy is separate yet linked to our investment philosophy and is incorporated into our guiding principles. From a business standpoint, we always put the client first and hold ourselves to the highest ethical standards. Integrity is non-negotiable at Crawford Investment Counsel, Inc. This philosophy combined with a long-term approach and a preference for investing in high-quality securities has led to an extremely high level of client continuity. This measure of business success, along with the growth and development of our team, is what makes us most proud.