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.
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.
We proudly strive to provide our clients with a balanced mix of stability and growth across the market cycle.
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.
1979 vs. Today
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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.