Quality Investing – More than investment management
For over 46 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
$16.8B
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 6/30/2026
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: August 27, 2026
The hype in Artificial Intelligence (AI), what many say, is a modern-day gold rush, is amassing trillions of dollars of investment. A recent UN Trade and Development (UNCTAD) report projects the global AI market will grow from $189 billion in 2023 to $4.8 trillion by 2033; massive gains and insatiable demand is being seen in all corners of the industry.
Market Commentary: August 19, 2026
Maxine Cuffe Vice President, Director of Global Strategies mcuffe@haverfordquality.com Halie W. O'Shea Vice President, [...]
Market Commentary: August 6, 2026
Conor Osborne, CFA Research Analyst cosborne@haverfordquality.com The recent earnings reports from Meta, Microsoft, Alphabet, [...]
