Trust • Competence • Communication
TRUST that your advisors have parallel interests to your own.
At Crawford Capital Management our interests are always parallel with our clients. Our only compensation is tied to the success of our investment management. We never receive compensation related to transactions or product sales. We sit on the same side of the table as our clients. This is the foundation of a relationship built on trust.
COMPETENCE that entails thoughtful investment analysis and research, not marketing financial products and sales.
Rather than focusing on sales and marketing like most of the industry, Crawford Capital Management spends the majority of the time analyzing the investing environment, measuring risk and reward, and continuously reviewing our client investment portfolios and financial lives.
COMMUNICATION that entails listening to our clients' concerns and goals as well as explaining all financial decisions.
Understanding our clients and our clients understanding us are key for successful relationships. Careful listening and explaining leads to this mutual understanding, which results in clients feeling confidence and a reduced sense of anxiety about their finances.
What Makes Us Different
With over 52 years of combined professional investment and financial planning experience, we've been through multiple booms and busts and handled a great variety of client financial situations. With two CERTIFIED FINANCIAL PLANNER™ certifications, a law degree, licenses in real estate, insurance, and securities, we have the credentials and experience to provide sound, comprehensive investing and financial advice.
Value Investing Discipline
Much of the financial industry is built around the idea that investment valuations don't matter. We think they matter a lot, and that the single best thing an investor can do to reduce long-term risk is to steer clear of seriously overpriced investments. Our investing process is disciplined, patient, and value-focused, seeking to assemble a diverse basket of reasonably priced investments while avoiding overvalued markets and bubbles.
We live our lives and run our company with a focus on such values as integrity, trust, stewardship, and honesty. Clients can count on us to put their interests first. Our Fee-Only compensation structure aligns our interests with those of our clients.