Haverford’s investment management process is unique in its interconnected approach and serves as a more holistic solution than traditional investing tactics alone. We begin from a wealth planning lens, working with you to develop a comprehensive financial picture and uncovering important influences. We utilize context from cash flow analysis and conversations about your short-term and long-term goals. Then we make it actionable, deploying our strategic investment management experience, capital market assumptions, and proprietary research to select the optimal investments to preserve and grow your wealth.

Wealth planning creates a blueprint of where you are and where you want to be, accounting for major life milestones and modeling future scenarios that may occur. By bringing together your life goals and priorities with our planning strategies, understanding of tax laws, and estate planning capabilities, forge a cohesive path designed to help you meet your goals and achieve your vision.

Caring and continuity are the hallmarks of our approach. Whether we function as executor, trustee, or guardian, our highest priorities are confidentiality, objectivity, responsiveness—and protecting the value of your estate or trust. We consider ourselves part of your team and work closely with your attorneys, CPAs, healthcare providers, and advisors to achieve the goals you set.

Haverford Trust is a member of the Federal Reserve System and is a state-chartered trust company with banking capabilities. We offer you two products: certificates of deposit and loans secured by your assets with us.