Celebrating 40 Years of Quality Investing

The Haverford Trust Company is celebrating 40 years of providing individuals, families, institutions and nonprofits with Quality Investing and wealth management services.

From George Connell’s founding of the firm in 1979 on Rittenhouse Square to the firm’s current headquarters in Radnor, PA, much has changed. The firm has grown its family of employees and clients significantly, expanded services beyond investment management and trust services to include banking services, financial planning and retirement services, and now manages or advises total assets of more than $9.7 billion.

All information as of June 30, 2019 unless otherwise noted.

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Current AUM

As of December 31, 2019
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Client Retention

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Institutional and Nonprofit Clients

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2019 Community Sponsorships

Much has also remained the same. Haverford Trust was founded on, and continues to follow, our Quality Investing strategy. This investment philosophy emphasizes quality, risk control, consistency, and discipline. The goals of this strategy are to maximize returns in good times while minimizing losses in bad times.

The evolution and success of Quality Investing and the firm’s dedication to service have fostered close client relationships across decades and over multiple generations of family members.

Proven Philosophy

Quality Investing

We proudly strive to provide our clients with a balanced mix of stability and growth across the market cycle.

  • Preservation of Capital
  • Growth of Portfolio
  • Reduction of Risk
  • Integrity
  • Respect
  • Discipline
  • Quality
  • Individuals & Families
  • Institutions
  • Investment Management
  • Trusts & Estates
  • Financial Planning
  • Nonprofit Services
  • Pension, Profit Sharing and Retirement Plans
  • Banking

Haverford Trust is proud to have helped clients achieve their financial goals throughout the past four decades. We are ever grateful for their trust and ever eager to assist more individuals, families and institutions throughout the Greater Philadelphia Region.

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Average tenure of employees at Haverford Trust

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Average years of financial experience of Haverford Trust’s portfolio managers

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Team Members

As of December 31, 2019

1979 vs. Today

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U.S. GDP

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Federal Debt

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10 Year Treasury

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Prime Rate for Loans

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Median New House Price

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Average College Cost

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Gasoline Per Gallon

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Vehicle Sales

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U.S. Population

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Labor Force

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Unemployment Rate

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Total Dividends Paid by S&P 500 Companies

The S&P 500 Composite Stock Price Index is a capitalization-weighted index of 500 stocks intended to be a representative sample of leading companies in leading industries within the U.S. economy

Top 10 S&P 500 Stocks Over Time by Market Capitalization

The information presented should not be construed as investment advice or recommendations with respect to specific securities presented.  Past performance is not a guarantee of future results.

Investments in securities are not FDIC insured · Not bank guaranteed · May lose value.

 

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