• Individual Investor
  • Institutional Investor / Advisor
Client Experience

Culture of Service

As a client-first firm, we take great care in our work by listening carefully, responding thoughtfully, and proactively supporting your long-term success.

Our Process

How We Work With You

Unlike other firms who rely on generic financial planning tools, we listen to your goals and concerns to establish an investment-led program that is right for you.

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Step 01

Listen & Understand

Taking the time to understand your unique needs and objectives.

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Step 02

Investment Policy Statement

Formally document a unique plan designed to satisfy your needs.

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Step 03

Invest with Purpose

Construct a portfolio aligned to your objectives, grounded in high-quality securities.

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Step 04

Plan Beyond the Portfolio

For any additional considerations, we help you plan for what matters most.

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Step 05

Monitor & Update

Ongoing, personal relationship, ensures your portfolio and plan stay aligned with your goals.

Your Team

Fully Integrated Team

We strive to earn trust every day by consistently applying our time-tested investment philosophy and aligning our fully integrated team and resources to provide you with an exceptional, highly personal experience.

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YOU

Client Service

Day-to-day partner and advocate. Committed to providing the highest level of personalized service.

Portfolio Management

Designing custom investment portfolios aligned to meet client objectives.

Wealth Planning

Holistic integration and optimization across tax, legal, legacy, and charitable planning.

Investment Research

Dedicated professionals doing fundamental analysis to source quality investments to meet portfolio objectives.

Testimonials

Successful Outcomes

Just in case I’ve never said it before, Crawford’s customer service is outstanding, thank you very much.

We realize more and more how having Crawford managing our investments takes a great weight off our shoulders especially when we look at the consistent performance over the years. We are extremely grateful for all you and your team do.

It’s very affirming to know your counsel is among the industry’s best. Not only that but we really enjoy meeting with you annually and feeling at ease discussing all aspects of our personal life and financial plans and expectations... Thank you for your attention to our financial well-being and providing a level of security that I can only assume is a rarity for many.

I am VERY pleased with how my accounts have been doing. I never expected to be worth so much. Thank you for doing such a wonderful job.

Now more than ever are we glad we hired Crawford to handle our finances (as I would be a nervous wreck if I was trying to navigate things on my own).

These are testimonials from current clients. Crawford Investment Counsel did not provide compensation for these remarks. These opinions and remarks may not be indicative of everyone's experience with the firm.

Get in touch today.

We welcome the opportunity to learn about your objectives and discuss how Crawford Investment Counsel can help you achieve them.

600 Galleria Parkway, Suite 1650
Atlanta, Georgia 30339

Main: (770) 859-0045

Email: info@crawfordinvestment.com

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The AJC Top Workplaces 2024 and 2025 awards were awarded by The Atlanta Journal-Constitution in partnership with Energage. Crawford Investment Counsel did not pay any compensation for this award.

Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.

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