• Individual Investor
  • Institutional Investor / Advisor
Investment Philosophy

Quality Investment

We believe an objectives-based investment program should be at the core of any wealth plan.

Our Approach

An Investment-Led Approach

We have found that four out of every five dollars earned from a wealth plan is attributable to the investment program. The remaining dollar depends of sound financial planning to maximize the benefits of the investment program.

When you invest with us, you benefit from a firm with time-tested investment strategies designed to help clients remain invested and compound returns. For over 40 years, our investment philosophy has solely and consistently focused on high-quality investments.
Sources of Long-Term Returns
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20%
40%
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Investment Portfolio 4/5
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Investment Portfolio
Growth, income, and preservation
Strategic Planning
Tax, retirement, estate, and liquidity planning
Our Investments

Investing for the Greatest Chance of Success

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Proprietary, In-House Security Research

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

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Proven Investment Process

Objectives-based investment strategies used to construct personalized portfolios.

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Time-Tested Experience

40+ years consistently allocating assets to meet individual risk, return, and income objectives.

Wealth Planning

Your Investments, Supported

Our process is rooted in the belief that when your portfolio is generating income, growing, and preserving capital, your wealth plan is more likely to succeed.
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01

Transition Planning

Propose a thoughtful transition plan for new investors given tax concerns, concentrated positions, and more.

02

Income Planning

Give clients confidence in the portfolio's ability to generate income and maintain principal over time.

03

Tax Planning

Give clients a sense for tax consequences of investment portfolio and any charitable giving or Roth IRA considerations.

04

Retirement Planning

Evaluate spending capacity, tax efficiency, asset location, withdrawal sequencing, and Social Security timing.

05

Estate Planning

Clarify structure, confirm alignment with intentions, and highlight updates needed for your estate.

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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