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Home > Financial Services > Mutual Funds > Crawford
Crawford
It was established in 1980 by John H. Crawford in an effort to create an environment for investing which would promote independent thought, allow for objective decision making and encourage personalized service. At present, the firm manages over 2 billion dollars in assets. Clients include private investors, public funds, foundations and endowments, Taft-Hartley and retirement plans.
Crawford is an investment firm situated in Atlanta. They have been a registered investment advisor under the Securities and Exchange Act since inception. Their investment firm manages fully discretionary common stock, bond and balanced portfolios. All portfolios are individually managed in accordance with client objectives.
The investment discipline is value based which emphasizes on fundamental research and focuses on long-term decision making. Portfolios are constructed to earn above-average returns while subjecting clients to below-average levels of risk. The firm strives to engage in long-standing relationships, provides a high level of client service and gives individualized attention to each portfolio.
The company provides some services fund such as The Crawford Dividend Growth Fund that seeks maximum total return. The fund will typically invest in common stocks of large capitalization companies. The advisor seeks high-quality companies with strong balance sheets, consistent and predictable earnings growth, and a history of dividend growth. Under normal circumstances, the fund will invest at least 80percent of its assets in securities of companies that pay regular dividends. The fund may also invest in fixed income investments rated better by Moody's including U.S. government securities, corporate debt securities, mortgage-backed securities and convertible securities. The fund is non-diversified.
Crawford Investment Counsel receives a fee based upon assets under management and executes securities transactions through outside brokerage firms. This places the firm’s primary interest in growing a client’s asset base, and aligns the objectives of both parties. The corporation is 100percent employee owned with no outside affiliation which further reduces any potential conflicts of interest.
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