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Firm Overview

Our History

Crawford investment Counsel, Inc. was founded in 1980 by John H Crawford, III. The firm was 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, the clients of the firm have benefited from the firm’s unswerving goal of always attempting to do what is in the client’s best interest.

The investment approach followed by the firm was developed by Mr. Crawford early in his career. Engaging with one of his clients who had a strong preference for income at a time when low yielding growth stocks were all the rage, he developed an approach that emphasized both income and growth by investing in high quality stocks that had a strong history of consistent dividend increases. The emphasis on quality has been a hallmark of the Crawford investment approach and applies to both stock and bond management. The firm’s focus on income generation has been a helpful element for clients who now find themselves in an investment world where there is a shortage of income.

Crawford Investment Counsel is now in its second generation of leadership having transitioned from what was originally a one-man firm to a fully integrated investment management firm. While Mr. Crawford serves as the firm’s Chairman and Chief Investment Officer, his sons John IV and David, who joined the firm in the 1990s, occupy senior leadership positions in the firm. They have been instrumental in helping to build Crawford into one of the largest asset management firms in the southeast.

Over the years, research and technology investments by the firm have helped refine the investment approach utilized in the firm’s equity, fixed income, and balanced strategies. “Our intellectual capital resides in our investment approach,” Mr. Crawford says today. The essence of the firm and its well defined approach is grounded in fundamental research and common sense. He calls the approach “simple but elegant.” It has always been a core belief that an investment firm must be consistent in following its investment approach.

The firm’s dedication to integrity, best-in-class asset management, client service, and the culture of collaboration and professional dedication augurs well for a bright future for the family-run firm, its professionals, and its clients.

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Overview

Firm Overview

Founded in 1980, we are 100% employee-owned with approximately $7.3 billion* in assets under management. We have built a fully integrated investment management firm with multiple generations in place to continue running the organization on its founding principles. Our investment philosophy has been consistently applied since the firm’s inception. We maintain a high level of client retention and deliver attractive long-term investment returns. Key components of each strategy are the fulfillment of specific objectives, consistent income generation, risk management, and a high level of personalized service.
*As of 3/31/2021

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Firm Philosophy

Our business philosophy is separate yet linked to our investment philosophy and is incorporated into our guiding principles. From a business standpoint, we always put the client first and hold ourselves to the highest ethical standards. Integrity is non-negotiable at Crawford Investment Counsel, Inc. This philosophy combined with a long-term approach and a preference for investing in high-quality securities has led to an extremely high level of client continuity. This measure of business success, along with the growth and development of our team, is what makes us most proud.

Crawford Guiding Principles

 

Integrity

At Crawford Investment Counsel, Inc., 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 the best talent and reinvesting back into the business to proactively address our clients’ needs. Integrity also incorporates an honest assessment of what is working, what mistakes have been made, and being realistic about expectations and where value can be added.

Continuity

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 professional expertise from the same dedicated individuals year after year. As a family-owned firm, we have transitioned to a second generation of Crawford leadership, further extending our commitment to consistency. Our formula for continuity is differentiated and is consistent with everything we do.

Quality

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 meet the goals and objectives of our investors.

Service

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. Our client retention record is superb and it reflects our commitment to the highest level of service.

Discretion

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.

Independence

Our goal is to be sure we are always acting in the best interest of our clients. Being independent 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 Investment Philosophy

The world is uncertain, and Crawford Investment Counsel, Inc. (CIC) believes that many investors underestimate the potential range of outcomes. It is for this reason that CIC focuses exclusively on high-quality securities and believes that quality is an important and often underappreciated factor in common stock risk and return.
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