Closer to the
Investment Process

We invest in individual securities that we believe give you the greatest chances of success.

 

An Investment-Led Approach

We strive to earn trust every day by consistently applying our time-tested investment philosophy and aligning our fully integrated team and resources to help provide each client an exceptional, highly personal experience. Our custom portfolios seek to meet individual risk, return, and income objectives, driving successful outcomes in the process.
Crawford-Return-Risk-1
Small Cap Equity

The Small Cap strategy seeks total return in a less efficient area of the stock market while attempting to exploit a behavioral bias amongst investors. In the small cap space, we believe there are strong opportunities for price sensitive investors in high-quality, dividend-paying companies that demonstrate consistency in their business

Track Record: 10 Years
Style: Small Cap Core

Representative Holdings

Meet the Strategy Director Representative Holdings

 

Track Record: 10 Years
Style: Small Cap Core
Meet the Strategy Director

 

Representative Holdings

Representative Holdings

 

SMID Cap Equity

The SMID Cap Equity strategy approach is long term, total investment return oriented, and seeks to provide a high and growing stream of dividend income. A thorough, bottom up investment research process and adequate diversification are priorities. The stock selection criteria are focused on total return, expected contribution to portfolio yield, and quality. In this portfolio, quality implies both safety of the dividend and predictability around total investment return potential, among others. We seek to position the portfolio at the intersection of higher quality and higher-yielding stocks.

Track Record: 9 Years
Style: Small/Mid Cap Core

Representative Holdings

Meet the Strategy Director Representative Holdings

 

Track Record: 9 Years
Style: Small/Mid Cap Core
Meet the Strategy Director


Representative Holdings

Representative Holdings

 

What does a Successful Outcome look like for you?

Start a Conversation