Firm Overview
Built on integrity, guided by discipline, and committed to the long-term success of every client we serve.
A Legacy of Disciplined Investing Since 1980
Founded in 1980, we are 100% employee-owned with over $8 billion in assets under management*. We have built a fully integrated investment management firm that continues to run on its founding principles and philosophy. Our investment philosophy has been consistently applied since the firm’s inception, and we have never wavered in our commitment to quality. We maintain a high level of client retention and seek to deliver attractive long-term investment returns.
*As of 3/31/2026
Principles That Endure
The firm was founded in 1980 by John H Crawford, III. We were founded on two operating principles that over forty years later continue to be the driving force for the firm: 1) invest in a conservative manner, and 2) provide clients with a high level of individualized service. The consistent application of these operating principles has enabled the firm to grow and prosper over the years. Most importantly, our clients have benefited from the firm’s unswerving goal of always attempting to do what is in their best interest.
Crawford Guiding Principles
The values that have guided our firm since 1980 and continue to shape every decision we make on behalf of our clients.
Being transparent, honest, and always putting our clients first is non-negotiable and guides every decision made by the firm. Our commitment to integrity extends to underwriting every single investment decision to the absolute best of our ability, hiring only what we believe is the best talent and reinvesting back into the business to proactively address our clients’ needs.
We seek long-term relationships with our clients, and we value long-term relationships with our employees. We are proud to provide our clients with service from the dedicated individuals year after year. 100% of our employees are owners of the firm.
Our investment philosophy focuses on total investment return, income production and risk management via high-quality investments. We seek to invest in consistent businesses through a consistently applied and disciplined research process in order to work toward the goals and objectives of our investors.
Our goal is to respond to the needs of our clients in a manner that expresses our appreciation and respect for them. We do this by providing individualized, personal service from exceptional professionals who are committed to consistency, stability, responsiveness, and accurate reporting. We believe our client retention record is superb and it reflects our commitment to the highest level of service.
We take client confidentiality very seriously and value our clients’ privacy. We invest in safeguards to keep information confidential and adhere to a strict privacy policy.
Our goal is to be sure we are always acting in the best interest of our clients. Being 100% independent and employee-owned allows us to work towards the ultimate goals of our clients and is simply the single best way to ensure the continued alignment of the interests of our firm and our investors.
Crawford Cares
Built on a culture of service, our firm’s Crawford Cares initiative extends our commitment beyond clients to the Atlanta community, supporting local nonprofits and amplifying employee generosity and engagement.
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Learn more about Crawford Investments strategies, team, process, and philosophy.
