Speaking of Quality: Wealth Management Insights with Hank Smith – Episode 1 Transcript

Voiceover by Maxine Cuffe & Theme Music: You’re listening to Speaking of Quality: Wealth Management Insights with Hank Smith. A podcast by The Haverford Trust Company.

On Speaking of Quality, Hank chats with authors, influencers, and wealth management experts to bring a sense of clarity and calm to the complexity and stress of personal finance.

And now – here’s your host, Hank Smith.

Host Hank Smith: Hello everyone, I’m Hank Smith, Director and Head of Investment Strategy at Haverford Trust and your host for Speaking of Quality: Wealth Management Insights with Hank Smith.

This podcast is brought to you by The Haverford Trust Company.

Since we first opened our doors on Rittenhouse Square in Philadelphia in 1979, Haverford Trust has been committed to quality investing. I’ve been part of the Haverford Trust family since 1991.

Now, as Head of Investment Strategy at Haverford, I lead our efforts to ensure the quality, consistency, and implementation of our Quality Investing philosophy. My passion for sharing financial expertise and inspiring people, nonprofits, and institutions to build better financial futures has kept me at Haverford Trust for over 30 years.

You might be wondering what quality investing means. To us, quality investing means investing in quality blue-chip stocks with strong fundamentals and sustainable competitive advantages and higher-quality bonds. We believe in a long-term, bullish outlook, and our team prioritizes patience and discipline in our investment decision-making process, avoiding chasing short-term market trends that can lead to volatility and risk.

And we deliver our advice to clients through a personalized and highly individualized approach to fulfill specific investment needs and objectives.

I’m sure your next question is why we’re starting a podcast?

Most importantly, to connect with you! Personal connection has been a cornerstone of our service model since the day of our first trade. We connect with our clients and networks in many ways, and this podcast is one new way to connect. The wealth management industry can be complex and stressful, and it’s our hope that this podcast helps bring a sense of clarity and calm to this topic, and maybe a bit of fun.

In each episode, we’ll have lively, candid conversations between Haverford experts and outside guests, exploring topics ranging from quality investing, estate planning, succession planning, retirement resilience, market trends, behavioral psychology and other topics that you’d be surprised connect to personal finance, like poker and sports!

We’ve put together a great launch season. Over the next few months, you’ll hear some great podcasts. We will be joined by Hall-of-Famer and former head coach of the Villanova Wildcats men’s basketball team, Jay Wright, to discuss succession planning, former professional poker player and esteemed author, Annie Duke, to discuss decision-making, and Vanguard Charitable’s President, Rebecca Moffett to chat charitable giving, and CNBC’s on-air host, Bob Pisani, just to name a few.

Each episode, these thought leaders will share their experiences and insights, and ignite powerful and interesting conversations.

Now, let’s kick off this journey! I hope you subscribe wherever you listen to podcasts, listen to each episode, rate us, and of course, tell a friend to join in!

Voiceover by Maxine Cuffe & Theme Music: Thank you for listening to this episode of Speaking of Quality, Wealth Management Insights with Hank Smith.

To hear future episodes of the Speaking of Quality, Wealth Management Insights with Hank Smith please subscribe on Apple Podcasts, Spotify, Google Podcasts, or wherever you listen to podcasts.

To learn more about The Haverford Trust Company, please visit www dot Haverford quality dot com.

This podcast is provided as general commentary and market overview and should not be relied upon as research, a forecast or investment advice and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt an investment strategy. Any opinions expressed are as of the date this podcast was recorded and may change at any time and are the opinions of that commentator not Haverford’s. Any opinion or information provided are believed by Haverford to be reliable at the time of this podcasts recording but are not necessarily all inclusive or guaranteed for accuracy. Before making any financial decisions, please consult with an investment professional.

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