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 1

    Quality Insights

    Market Commentary: June 16, 2025

    The S&P 500 hit a post “liberation day” high on June 12th, before news of Israeli strikes on Iran’s nuclear facilities and senior military personnel caused the market to trade lower. In addition to the human impact of these conflicts, markets remain sensitive to the influence on energy prices. As of this writing it doesn’t appear that Iran’s oil infrastructure has been specifically targeted, but the price of Brent Crude Oil contracts spiked 8% to close Friday at $75 per barrel, higher but below the highs of earlier this year.