Investment Management
Designed for You

For the investor who values a personal approach and a proven track record. We offer sophisticated, institutional-grade portfolios crafted for your peace of mind.

Achieving Successful Outcomes

We are an independent registered investment advisor trusted by our clients for over 40 years to achieve their goals. Let us help you design a custom portfolio driven by high-quality securities and dividends to help achieve your income needs and provide long-term growth.

Crawford by the Numbers

%

Employee Owned
12 CFAs, 3 CPAs

$

B

Assets Under
Management

+%

Client Asset
Retention Rate

Founding Relationships
Are Still at Firm

UniqueKeys-Background

Our Unique Keys to Client Success Since 1980:

Client-First
Commitment

Highly personal service focused on protecting the interests of our clients.

Proprietary,
In-House Research

Disciplined methodology driven by experienced professionals and backed by deep resources.

Proven Investment Process

Objectives-based investment strategies to construct personalized portfolios.

Time-Tested
Experience

40+ years consistently applying our philosophy and harnessing the power of dividends.

A Message from
Our Founder

“I established the firm on two basic principles: invest in high-quality securities and provide a superior level of client service. Today our firm continues to be guided by these principles."


Reflections on 40 Years

Over the years I have been asked why I started the firm. My answer has always been that I wanted to create my own environment. I wanted to establish and work within the confines of a firm that embodied my vision of what could be a successful way of managing assets and working with clients...

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