Managing wealth isn’t just about numbers
Managing wealth is about navigating complex decisions, aligning values across generations, and creating a legacy that lasts. Haverford is more than a financial advisor—we are a facilitator, helping families and institutions find common ground in their goals, values, and priorities.
Guiding philosophy
Quality Investing is our signature approach to portfolios, process, and people. It’s a foundational investment strategy of selecting investment vehicles based on a time-tested formula for long-term results while controlling risk. And it’s our signature service model, elevating every part of our business to the absolute highest standards. Quality Investing is for people who want reliability in both their investments and their interactions.
Distinction in approach
At Haverford, our words and actions are consistent and backed by evidence and experience. We are steady and measured in our approach, and we don’t chase fads. We can’t control everything that happens in life or in the markets, but we have honed a formula of reliable people and a reliable investment approach to bring clarity and predictability to the management of your wealth.
Doing well by doing good
We believe we can generate positive returns for both our clients and the world we live in. With a shared purpose and governed by our company’s core values, we embrace our role as an advocate for our clients, our communities, and each other. Our employee-led community engagement initiative, Haverford Cares, was built by team members who want to make a stronger impact through volunteerism. As an organization, we provide more than $750,000 a year in donations to nonprofits to help further their missions, and we devote ongoing time, resources, and focus on initiatives like sustainable investing and building a more equitable, inclusive workplace.
Haverford Trust is a values-focused, privately-held trust company, regulated by the Federal Reserve Bank of Philadelphia and the Pennsylvania Department of Banking and Securities, that has been serving our community since 1979. We offer strategic advice, investment management, wealth management solutions, and financial education for individuals and institutions.
Our values
Quality
Integrity
Respect
Discipline
Optimism
Community
A history of Quality Investing
1979
The beginning
Our first investment advisory clients worked with us as Rittenhouse Financial Services, founded on Philadelphia’s landmark Rittenhouse Square with a foundation built on our Quality Investing philosophy that still stands today.
1980s
Expansion of services
As the Quality Investing model proved its worth, we expanded service offerings to best serve our institutional and individual clients, establishing a state chartered Trust Company and a private bank registered with the Federal Reserve System and a member of the FDIC.
1990s
Strategic focus
The company relocated from Philadelphia to Radnor, Pennsylvania, fine-tuned its focus on investment management to include equities and fixed income in pursuit of the preservation of wealth, and neared the $1 billion mark in AUM (assets under management).
2000s
Finding opportunities
The new millennium set the stage for the growth and evolution of our business. Incorporating under the name, The Haverford Trust Company, we launched a mutual fund, a global strategy, and new portfolios to help deliver on our promise to clients in a more complex financial world.
2010s
Customizing the client experience
As the digital age took a firm hold around the globe, our AUM surpassed $5 billion. The advancement of Quality Investing led to the formalization of our wealth planning services, ESG screening tools, and nonprofit solutions; as well as the introduction of retirement plan services for businesses.
2020s
Evolution of Quality Investing
With this solid framework and more than $14.6 billion in assets under management or consultation*, we have the flexibility to address the contemporary issues facing investors today while fostering close relationships across multiple generations. We have introduced alternative assets into portfolio offerings, developed a more robust OCIO solution set to serve institutional and ultra-high net worth clients, and expanded our client support teams to ensure a more robust client experience.
*For The Haverford Trust Company and Haverford Financial Services as of 3/31/2025
