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
$15.3B
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 6/30/2025
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: July 24, 2025
The stock market continues to trade near all-time highs in conjunction with strength in the U.S. economy. Despite persistent concerns about inflation pressures and slowing growth (i.e. stagflation), the data continues to tell a more constructive story— one of cautious optimism and a consumer that remains engaged.
Market Commentary: July 16, 2025
As of Tuesday morning, July 15th, second quarter 2025 earnings reporting season is off to a solid start with several high-profile financial stocks announcing results that exceeded expectations. S&P 500 second quarter earnings are expected to grow 4.5% year-over-year, with earnings growth accelerating into the second half of 2025. Overall, investors expect corporate earnings to grow 9% in 2025, and 14% in 2026, on top of last year’s 11% earnings growth. This positive earnings forecast is one of many supporting factors propelling markets to all-time highs.
2025 Midsummer Outlook
The markets closed out the second quarter on a high note, despite unprecedented levels of uncertainty and geopolitical risk. The market’s resilience can be attributed to five key areas where investors hold an optimistic outlook: strong economic data, pro-growth policies, moderate tariffs, continued earnings growth, and advancements in artificial intelligence.
