Fixed Income Strategies

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
• Approach: Fundamental, Bottom Up
• Style: Intermediate Core
• Emphasis: High Quality, Diversification, Liquidity

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
• Approach: Fundamental, Bottom Up
• Style: Investment Grade Intermediate
• Emphasis: High Quality, Diversification, Essential Services

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
• Approach: Fundamental, Bottom Up
• Style: Investment Grade Short Duration
• Emphasis: High Quality, Diversification, Essential Services