More than investment partners

We’ve been working side-by-side with organizations of all shapes and sizes for decades, creating tailored investment strategies and putting the right resources and processes in place to help them succeed.

Our institutional investment approach is rooted in a commitment to unparalleled service and a relentless pursuit of optimizing investment outcomes for the long-term. Institutional investors experience unique challenges, which is why we approach each engagement with a client-centered mindset. Together, we forge a path toward enduring financial health and sustainability.

Eric McCracken

Our Key Tenets

We serve as an extension of your team

We believe in building strong, collaborative partnerships with our clients. Understanding their unique objectives, operations, and constraints allows us to provide highly personalized service and advice.

We leverage our expertise and deep understanding of global markets to craft strategic investment solutions tailored to the specific goals and risk profiles of each institution and its stakeholders.

As fiduciaries, we prioritize the best interests of our clients above all else. We adhere to the highest standards of integrity and transparency, ensuring that every investment decision is made with the utmost care and consideration for our clients’ needs.

Effective risk management is at the heart of our investment philosophy. We implement sophisticated risk assessment and mitigation strategies to protect and enhance our clients’ financial outcomes.

Keith talking to clients

The Haverford difference

45

Years working with institutions

200+

Institutional clients

$3.5B

Institutional AUM

*For The Haverford Trust Company and Haverford Financial Services as of 12/31/2024

Our services for institutional investors

We provide our clients with customized solutions and strategic advice based on real-world needs. Our services support institutional clients including:

Nonprofits and Foundations

For more than 45 years, we’ve supported our nonprofit partners and foundations as they feed, educate, connect, and heal our communities. We deliver our expertise, guidance, and Quality Investing solutions designed from the ground up specifically for the unique needs of nonprofits.

Retirement Plan Services

We offer solutions that prepare your employees for financial success and ease the administrative burden on your organization. In addition to one-on-one education, your employees will have the tools to make informed, long-term investment decisions and build wealth through their retirement plan.

Advisors

Haverford takes great pride in its long and successful partnerships with financial advisors and consultants who count on our Quality Investing philosophy to meet their clients’ needs for risk-adjusted returns.

Guiding philosophy

Quality Investing is our signature approach to portfolios, processes, 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.

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