Ponte Vedra Beach, FL Office

Crawford Investment Counsel provides discretionary portfolio management and financial planning to a broad client mix that includes individuals (including high‑net‑worth clients), registered investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations, municipalities, Taft‑Hartley plans, corporations and other business entities. Its services are delivered through traditional separately managed accounts, wrap‑fee programs, model‑based programs and by acting as investment adviser to several mutual funds.

The firm employs a bottom‑up, value‑oriented approach with a pronounced emphasis on dividend‑paying, higher‑quality companies across its equity strategies and a credit‑focused, diversification‑oriented approach for fixed‑income mandates. Portfolio management is continuous and typically discretionary, with distinct strategies (e.g., Dividend Growth, Dividend Yield, Core, Small Cap, SMID, Managed Income, Intermediate Core and Municipal bond strategies) that are implemented by the investment team and can accommodate client‑imposed restrictions.

Distinctive aspects of Crawford relative to many multi‑team peers include its role as adviser to multiple registered investment companies and its explicit servicing of municipal and other institutional clients. The firm also makes performance‑based fee arrangements available on an exception basis for qualified clients and routinely participates as a sub‑advisor in wrap programs and in referral networks, which can influence custody and brokerage arrangements.