Haverford was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 30 years in a finance industry dominated by giants through our passion and adaptability. With more than 70 employees and $6.5 billion* in assets under management, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address to your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will.
From serving a wide-range of investors, Haverford Trust has learned how to translate real-world situations into effective financial strategy. Our clients include:
- Individuals and Families
- Institutions & Institutional Consultants
- Private Foundations
- Employee Benefit Plans
- Non-Profit Organizations
- Trusts and Estates
- Religious Organizations
- Financial Advisers
These diverse clients all have one thing in common — a wealth management need that is fulfilled by the hallmarks of Quality Investing : preservation of capital, lower volatility, predictability, objective advice, risk management, stability, and service. We are uniquely positioned to service investors of this mindset with $1 million or more of investable assets.
* Including assets under management or consultation for The Haverford Trust Company and Haverford Financial Services as of 12/31/13.
The Beginning 1979 Haverford Trust was founded on Philadelphia's landmark Rittenhouse Square, with a foundation built on its Quality Investing philosophy that still stands today.
Expansion of Services 1980-1989 As the Quality Investing model proved its worth, Haverford expanded its service offerings for clients. Haverford created a State Chartered Trust Company and a bank registered with the Federal Reserve System and FDIC.
Strategic Focus 1990-2003 The company relocated to Radnor, Pennsylvania and focused on private wealth management, preservation of wealth , and providing objective advice.
Finding Opportunities in Challenging Times 2004-2010 Haverford developed new offerings including retirement services, a mutual fund, a global strategy and new portfolios to help to deliver on its promise to clients in a more complex financial world.
Customizing the Client Experience 2011 AND BEYOND Haverford will continue to invest in providing a robust client experience and ensuring that the benefits of Quality Investing extend to future generations.