Mutual Funds

Crawford Investment Counsel is the Investment Advisor for the Crawford Mutual Funds. The Advisor is an independent, employee-owned, investment management firm that has created investment strategies that seek to protect on the downside and provide participation on the upside, aiming for a “smoother ride”. Its investment team seeks to deliver superior, consistent, risk-adjusted and tax-efficient returns for individuals and institutions.

The Advisor believes dividends are an important part of common stock investing because they:

  • Indicate financial strength and business consistency
  • Mitigate risk
  • Represent a significant component of return


There is no guarantee that this, or any, investing strategy will be successful. There are no guarantees that dividend paying stocks will continue to pay dividends.
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)
Check the background of Ultimus Fund Distributors, LLC. on FINRA’s BrokerCheck