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Saturday, July 31, 2010

Elizabeth Flavin Crawford
Vice President – Director of Consulting

The Trust Company

Ms. Crawford is a Vice President of The Trust Company and the Director of Consulting for the firm.  She has more than thirteen years of experience working with institutional and non-profit clients, helping them design their investment plans.  Ms. Crawford works with organizations to create an investment approach that takes into account the organization’s current needs and its future goals.  Spending policy statements, investment policy statements, asset allocation, investment managers or funds are all reviewed in detail by Ms. Crawford and her team. 

Ms. Crawford is a member of the Investment Management Consultants Association, a 2007 honoree of the San Antonio Business Journal 40 Under 40 Award, and an active volunteer in the community.  She sits on the boards of several non-profits including Christus Santa Rosa Children’s Hospital Foundation, ChildSafe, and the Southwest School of Art and Craft.  Ms. Crawford graduated from Boston University in 1994 with a B.A. in Psychology.

The Trust Company (TTC) is a private bank with assets of $2 billion.  Our clients are individuals, corporations and non-profits.  The Trust Company began in 1997 with the philosophy of finding the best money managers in the nation for our clients.  At the time this was a novel approach, today many companies emulate this structure known now as “open architecture”.  The Trust Company believes it is a partner with each client and works hard on your behalf to help you achieve your goals.  Our expertise is in evaluating investment management solutions for our clients.  We have a long track record of doing this successfully.  We look forward to putting our expertise to work for you.

Our consulting services for entities and individuals include but are not limited to:

Manager searches
Performance reporting
Manager due diligence
Spending policy

Cash flow analysis
Asset allocation policy
Investment policy statement
Quarterly meeting

 

Elizabeth Flavin Crawford • 210-352-2425 lcrawford@thetrustcompany.com

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