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.

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

  • Wealth Planning Resources: Funding for Education

    Thomas Bayer, Jr., CFP®, MT Senior Wealth Planner One of the greatest gifts or [...]

  • 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.