Investment Management
At The Haverford Trust Company, we use time to make the most of your investments. From serving a wide range of individuals and institutional investors over the years, Haverford has learned how to translate real-life situations into financial strategy.
We start by taking the time to listen.
We learn about your goals, your responsibilities and your expectations. We seek to understand what role your financial assets play in your life and work, your tax situation, time horizon, and how much risk you are comfortable with. From that comes a set of recommendations for today and the future. We expect those recommendations to change over time. Quality investment management requires a long-term relationship. That is why earning and deserving your trust over the long haul is Haverford’s number one priority.
Privately owned and with more than $15 billion* under management and consultation, Haverford provides the complete range of services you would expect from a premier financial institution.
We suggest you take a few moments of your valuable time to explore our investment management services. If you have questions including inquiries about fees, click here to contact a relationship manager.
* Including assets under management and consultation for The Haverford Trust Company and Haverford Financial Services as of 09/30/2024.
