Every Detail.

Every Client. Every Day.

As a fiduciary and client-first firm, we take great care in the work we do.

 

Invest and Stay Invested with Confidence

Whether it’s carefully selecting a security or working closely with your other professional service providers, we are committed to earning your trust and building a personal relationship. Unlike other firms who rely on generic financial planning tools, we listen to your goals and concerns to establish an Investment Policy Statement and custom program that is right for you.

Time-Tested, Consistently-Applied Process

Our proprietary in-house research offers you stronger risk management, income production, tax efficiency, and a single layer of fees. When you invest with us, you'll experience the advantages of remaining invested and compounding returns over time. For over 40 years, our investment philosophy has solely and consistently focused on high-quality investments.
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How We Construct an Investment
Program Designed for You

1. Your Financial Picture

We begin each relationship by taking the time to understand your unique needs, goals, and objectives.
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2. Investment Policy Statement

We formally document a unique plan designed to satisfy your goals and objectives.
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3. Customized Investment Program

We implement a tailored investment program to help you stay invested and achieve successful outcomes.
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Investing for the Greatest Chances of Success

We utilize proprietary strategies, because we believe that gives our investors the greatest chances of success. We have five equity strategies, one multi asset strategy, and three fixed income strategies that we blend together to help meet your specific objectives and help fit the pieces of the puzzle together.

Crawford Balanced Strategy

We blend our proprietary strategies to produce a unique, custom-tailored portfolio suited to your needs.

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What does a Successful Outcome look like for you?

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