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

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    Charitable giving is more than a financial decision—it’s a reflection of your values, your legacy, and the impact you want to leave on the world. But how do you ensure that your giving aligns with what truly matters to you and your family?  A well-defined charitable strategy helps you give with purpose. Whether your [...]

  • Market Commentary: March 14, 2025

    The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.

  • Market Commentary: March 3, 2025

    The S&P 500 closed Friday down for the week, but remains just 3% off its all-time high set only nine days prior. However, it may feel worse. Keeping pace of headlines during the past month has been difficult and discerning the news from the noise even more so. The news cycle and markets are moving so quickly, it’s like listening to an audio book set at 2x read-back speed; as hard as you try to follow the narrator, it’s just too fast to keep up.