Firm Management

The Investment Advisor for the Crawford Mutual Funds is Crawford Investment Counsel, Inc. The Crawford Dividend Growth Fund is managed by John H. Crawford, IV, CFA and Jon D. Christiansen, CFA. The Crawford Small Cap Dividend Fund is managed by John H. Crawford, IV, CFA and Boris Kuzmin, CFA. The Crawford Multi-Asset Income Fund is managed by John H. Crawford, IV, CFA and Aaron R. Foresman, CFA.

Investors may benefit from commingled vehicles that employ the same philosophy and strategy of separate accounts managed by Crawford Investment Counsel. Smaller investors benefit from access to the same risk/return trade-off as institutional clients through our mutual funds.


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 Ultimus Fund Distributors, LLC. (Member FINRA)

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