Investment Strategies

Quality-Driven Strategies Built for the Long-Term

Our investment philosophy has been consistently applied since 1980, focusing exclusively on high-quality securities.

Our Strategies

Objectives-Based Investment Solutions

Dividend Growth

The Crawford Dividend Growth Strategy seeks to provide long-term total return outperformance with below-market risk.

Style Large Cap Value
Benchmark Russell 1000 Value
Vehicles SMA, Mutual Fund, Model
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Dividend Yield

The Crawford Dividend Yield Strategy seeks to provide long-term total return outperformance with below market risk and above-average dividend yield.

Style Large Cap Value / Equity Income
Benchmark Russell 1000 Value
Vehicles SMA, Model
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Small Cap

The Crawford Small Cap Strategy seeks to provide total return outperformance with below market risk.

Style Small Cap Core (Value Tilt)
Benchmark Russell 2000
Vehicles SMA, Mutual Fund, Model
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SMID Cap

The Crawford SMID Cap Strategy seeks to provide total return outperformance with below market risk.

Style Small-to-Mid Cap Value
Benchmark Russell 2500 Value
Vehicles SMA, Model
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Managed Income

The Crawford Managed Income Strategy seeks to provide a high level of current income while managing portfolio risk.

Style Multi-Asset Income
Benchmark Nasdaq U.S. Multi-Asset Diversified Income Index
Vehicles SMA, Mutual Fund, Model
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Core Equity

The Crawford Core Equity Strategy is our "best ideas" total investment return portfolio of dividend-paying companies.

Style All Cap Core
Benchmark S&P 500
Vehicles SMA, Model
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Intermediate Core Bond

The Crawford Intermediate Core Bond Strategy seeks to provide a high level of current income while managing portfolio risk.

Style Intermediate Core
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Intermediate Municipal Bond

The Crawford Intermediate Municipal Bond Strategy seeks to provide a high level of current income while managing portfolio risk.

Style Investment Grade Intermediate
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Enhanced Cash

The Crawford Enhanced Cash Strategy seeks to provide tax-exempt money market funds when a more permanent allocation to cash is warranted.

Style Investment Grade Short Duration
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 Learn more about Crawford Investments strategies, team, process, and philosophy.