Quality Investing – More than investment management
For over 45 years, our clients have entrusted The Haverford Trust Company to help them live, plan, operate, and give as they’ve always intended. Markets change and financial headwinds change. But what doesn’t change is our singular focus – helping our clients build long-term financial futures in more predictable and consistent ways.
We want to be your essential partner
Individuals & Families
Haverford is for individual investors looking for consistency in their investments and an elevated level of service. We prioritize regular communication with our clients about their goals to ensure their assets are managed appropriately. Beyond investment management, our clients have access to wealth planning, trust and estate services, and private banking.
Institutions
Partnering with Haverford gives our institutional clients access to a dedicated team for investment management, nonprofit solutions, retirement plan services, and banking needs. Our approach focuses on sustainable risk reduction, competitive investment returns, and appropriate liquidity.
The Haverford difference
45+
Years providing wealth management solutions
97%
Client retention rate
$14.6B
Assets under management and consultation
81%
Investment professionals with 10+ years experience in financial services
*For The Haverford Trust Company and Haverford Financial Services as of 3/31/2025
Haverford Quality Investing® was developed to help investors achieve three goals:
01
Preserve capital
Our fundamental responsibility is to protect the purchasing power of your portfolio.
02
Portfolio growth
We look to capture opportunities and positioning to meet your financial goals—investing for total return: capital appreciation plus income.
03
Risk mitigation
We focus on managing risk throughout the market cycle to help provide protection in ever-changing market conditions—controlling for downside risk while seeking upside opportunities.
Recent News and Insights
Market Commentary: May 27, 2025
Since the administration capitulated to market forces on April 9th, significant progress has been made in three distinct areas of Trump’s big gamble of imposing wide-ranging tariffs. As of Friday, May 23rd, the S&P 500 has increased by roughly 17% during this period.
Market Commentary: May 13, 2025
The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
