Investment Management

Investment Management

At The Haverford Trust Company, we use time to make the most of your investments. From serving a wide range of individuals and institutional investors over the years, Haverford has learned how to translate real-life situations into financial strategy.

We start by taking the time to listen. We learn about your goals, your responsibilities and your expectations. We seek to understand what role your financial assets play in your life and work, your tax situation, time horizon, and how much risk you are comfortable with. From that comes a set of recommendations for today and the future. We expect those recommendations to change over time. Quality investment management requires a long-term relationship. That is why earning and deserving your trust over the long haul is Haverford’s number one priority.

Privately owned and with more than $6.7 billion* under management and consultation, Haverford provides the complete range of services you would expect from a premier financial institution. We suggest you take a few moments of your valuable time to explore our investment management services. If you have questions including inquiries about fees, click here to contact a relationship manager.

* Including assets under management and consultation for The Haverford Trust Company and Haverford Financial Services as of 12/31/2016.

Quality Equity Portfolios

View Haverford's Portfolios >

Quality Equity Portfolios

Getting time on your side takes a sound strategy and the discipline to carry it out year after year. We offer five portfolios that utilize our active investment strategy called Haverford Quality Investing.

Fixed Income Portfolio

View Haverford's Portfolios >

Fixed Income Portfolio

Haverford invests in high-quality, intermediate term bonds and credit instruments. Our municipal and taxable portfolios are actively managed and offer you a customized investment solution with minimal correlation to the equity market.

Banking Services

Haverford complements its investment portfolios with certificates of deposits and loans collateralized by securities. We are a member of the Federal Reserve System and FDIC.

Haverford for Financial Advisors and Consultants

View Haverford's Services >

Haverford for Financial Advisors and Consultants

Haverford takes great pride in its long and successful partnerships with financial advisors and consultants, who count on our Quality Investing  process to meet their clients’ needs for risk-adjusted returns.