Managed Income

Style Multi-Asset Income

Vehicles SMA, Mutual Fund, Model

Emphasis Attractive Yield, Diversified Income, Risk Mitigation

Inception 04/01/2014

Benchmark Nasdaq U.S. Multi-Asset Diversified Income Index

Attractive, higher yielding opportunities are available in specialized subsets of the capital markets

Investing in a variety of income producing asset classes provides the ability to achieve greater diversification

An experienced investment team that conducts thorough fundamental research and employs a disciplined portfolio management process can deliver attractive returns while controlling risk

Dividend Stocks, Preferred Equity, Real Estate Investment Trusts, Energy Infrastructure, Corporate Bonds

Yield of 4% or higher

Fundamental, bottom-up research and screening for quality & value

Proprietary risk model to balance risk across four primary categories

Focused yet diversified portfolio

40 – 60 holdings

Investment Team

Portfolio Management

Our investment team is defined by depth of experience, philosophical alignment, and long-term continuity. On average, equity investment team members have over 15 years with Crawford and 25 years in the industry. Over the last ten years, we have had no turnover on this team, providing investors with disciplined decision-making and consistent portfolio management.