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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.

Investment Philosophy

  • Capital preservation and income are the primary motivations for investing in bonds
    – Municipal bonds represent a client’s safest liquid assets
    – Maximize income and minimize price volatility
  • Diversification is the foundation of the portfolio management process
    – Geographic diversification minimizes local economy, political, and natural disaster risks
    – Issuer diversification reduces portfolio credit risks
    – A modified ladder maturity distribution mitigates interest rate and reinvestment risks 
  • Yield relationships tend to exhibit mean reversion over time
  • Available via Separately Managed Account and Sub-Advisory
National Muni Funnel

Investment Process

The goal of our investment process is to identify high-quality, intermediate maturity bonds from the U.S. Treasury, U.S. Government Agency, Taxable Municipal, and Corporate bond sectors with above-average relative value characteristics.

Learn more about our approach by accessing our Investor Presentation: 

Investor Presentation

Investment Team

Our firm's greatest assets are our people. Our dedicated and capable team is committed to client success and client satisfaction, with consistency and quality. 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 firm, its professionals, and its clients.

Learn more about the Crawford Team:

Our Team

 
Geoffrey S. DeLong copy
Geoffrey S. DeLong, CFA
MANAGING DIRECTOR OF FIXED INCOME INVESTMENTS
Details
Jonathan R. Morgan
Jonathan R. Morgan
PORTFOLIO MANAGER
Details
Leslie M. Krone copy
Lesley Krone
PORTFOLIO MANAGER
Details

Request Strategy Information

600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339

Main: 770.859.0045
Fax: 770.859.0049

Email: info@crawfordinvestment.com

        Copyright © 2021 | Crawford Investment Counsel, Inc. | All Rights Reserved.

        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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