How to purchase and/or open an account:
To begin the process of creating a new account, you may access a new account application from the tabs to the right.
Once completed, please print and mail it to:
P.O. Box 46707
Cincinnati, OH 45246
Before you invest in one or more of the Crawford Mutual Funds, you may want to review the Fund’s prospectus, which contains more information about the Fund and its risks. You can find the Fund’s prospectus and other information about the Fund, including its statement of additional information (SAI) and most recent reports to shareholders here or by calling (800) 431-1716.
Minimum Initial Investment:
Crawford Dividend Growth (CDGIX – $10,000; CDGCX – $2,500)
Crawford Dividend Opportunity Fund (CDOFX – $10,000; CDOCX – $2,500)
Crawford Dividend Yield Fund (CDYLX – $10,000)
Crawford Multi-Asset Income Fund (CMALX – $10,000)
There is no minimum amount for subsequent investments.
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus or summary prospectus by calling 1-800-431-1716. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.Distributed by Unified Financial Securities, LLC. (Member FINRA) Check the background of Unified Financial Securities, LLC. on FINRA’s BrokerCheck