About Haverford

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged… our commitment to quality.

Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $8.2 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will.

* Including assets under management or consultation for The Haverford Trust Company and Haverford Financial Services as of 3/31/2020.

From serving a wide-range of investors, Haverford Trust has learned how to translate real-world situations into effective financial strategy.


  • Individuals and Families

  • Institutions & Institutional Consultants

  • Endowments

  • Private Foundations

  • Employers

  • Employee Benefit Plans

  • Non-Profit Organizations

  • Trusts and Estates

  • Religious Organizations

  • Financial Advisors

These diverse clients all have one thing in common — a wealth management need that may be fulfilled by the goals of Quality Investing: preservation of capital, lower volatility, predictability, objective advice, risk management, stability, and service. We are uniquely positioned to service investors of this mindset with $1 million or more of investable assets.

Services for Individuals & Families
Services for Institutions