Haverford Viewpoint

Featured Events

2017 | Commentary

Haverford 2017 Spring Outlook

December 2016 | Commentary

Joe McLaughlin in PhiladelphiaLife Magazine

2017 | Announcement

2017 Haverford Speaker Series for Women

2016 | Events

Haverford Investors Forum 2016

June 2017 | announcement

Finding Alpha in a Time of Lower Fees and Rising Costs

Haverford’s Co-Chief Investment Officer Hank Smith was recently featured in Solutions for Asset Managers - The Roundtable Series sponsored by Institutional Investor and Thomson Reuters. This three-part video series gathers a panel of thought leaders from the asset management world for a roundtable discussion on the future of asset management, considering challenges both today and looking into the future. Click here to view the three-part video series.

2017 | commentary

Haverford 2017 Spring Outlook

The strong post-election rally we’ve been experiencing is supported by solid economic data and improving market sentiment from both business leaders and consumers. This data leads us to believe the chances of a recession in the coming year is very low. Therefore, any market pullbacks are likely to be short-lived. Political rhetoric and uncertainty may by be high, but market volatility is near record lows. Now is the time to ensure your financial plan and assets are secure and ready for unforeseen risks. [MORE...]

June 19, 2017 | commentary

Weekly Highlights

Highlights of the week ended June 16, 2017 and a look ahead to this week's expected announcements and potential market-moving activity. [MORE...]

2017 | commentary

Haverford 2017 Outlook

Happy New Year! As we head into another New Year there is both excitement and uncertainty ahead. But the uncertainty in 2017 is slightly different than in years’ past. Instead of market volatility, we’re faced with the unknown of a new administration following a highly-charged and unpredictable presidential election. While it’s difficult to know exactly what will happen under President-elect Trump, you can rest assured that there is no question about the consistency of our investing approach. Quality Investing is our North Star. In times of turmoil, we look to our Quality Investing approach to get us home, and get your portfolio where it needs to be. [MORE...]

December 2016 | commentary

Joe McLaughlin in PhiladelphiaLife Magazine

Last month, Chairman & CEO Joe McLaughlin was featured in PhiladelphiaLife magazine’s story, “Foundation of Trust” about how we have succeeded thanks to the quality team here at Haverford. The magazine is distributed to thousands of households and newsstands throughout Pennsylvania, New Jersey and Delaware. As most of you know from talking with Joe, he’s very passionate about, and proud of, the culture that we’ve built at Haverford. The article highlights that culture and how much it contributes to our daily pursuit of the Quality Investing philosophy. We truly value the relationships that we have with our clients and partners. We’ll never stop growing and improving, but to be recognized in this publication is a true achievement for the entire firm. [MORE...]

2016 | event Expand

Haverford Investors Forum 2016

Moderated by award winning journalist Tracey Matisak, the program consisted of interactive conversations with Haverford’s investment experts on issues that will shape the economy, the presidency, and the investing environment in the coming months. Panelists included: Ed Boehne, Senior Economic Advisor & Director; John Donaldson, Director of Fixed Income; and Haverford’s Co-Chief Investment Officers, Hank Smith and Tim Hoyle. Click EXPAND above to watch the video from the evening which also include remarks from our Chairman & CEO, Joe McLaughlin, and our President, Binney Wietlisbach.

Video Clips

Haverford Investors Forum 2016

October 10 2016 | announcement

Haverford Makes Strong Investment in Leadership Team

Moves Highlighted By Internal Promotions Including C-Level, VPs
Click here to read the press release.

July 11, 2016 | event Expand

New television campaign airing on cable network television in the Philadelphia region.

Our spots can be seen on major business networks such as CNBC, Bloomberg Television, Fox Business Network, as well as CNN, Fox News, and MSNBC.

Click EXPAND in the right hand corner to view our commercial.

06/24/2016 | commentary

Our Thoughts on Brexit

Markets worldwide have fallen significantly in the wake of the U.K.’s vote to leave the European Union. This is obviously a very fluid situation, but we wanted to reach out this morning to share our initial thoughts. [MORE...]

06/26/2016 | event Expand

20th Anniversary Haverford Philadelphia PGA Classic Televised

We are excited to announce that Inside Golf, an award winning weekly magazine-style show hosted by longtime KYW News Radio anchor Harry Donohue, aired a special 1-hour edition featuring the Haverford Philadelphia PGA Classic. The crew was onsite last month capturing all of the action from Sunnybrook. This special is a tremendous opportunity to showcase the annual impact the Classic has on local section PGA professionals. Please click EXPAND in the right hand corner to view the recorded special feature.

Video Clips

Inside Golf TV

2015 | event Expand

Haverford Trust Airs First Television Advertising Campaign

Recently, Haverford commenced our first ever television advertising campaign on cable network television in the Philadelphia region.

Click EXPAND in the right hand corner to view our television spots.

2017 | announcement

2017 Haverford Speaker Series for Women

The Haverford Trust Company began its Speaker Series for Women as a way to help educate, empower and inspire women. Since 2010, Haverford has featured a collection of local and national speakers with varying backgrounds, to share their insights, provoke thought and stimulate conversation about issues, stories and challenges in both business and life that specifically impact women. By offering entertaining educational opportunities that are unique, Haverford has succeeded in attracting scores of women to its events. Click here for the list of 2017 events.

2015 | event Expand

Haverford Investors Forum 2015

The Haverford Investors Forum 2015 took place on October 1st at the Sheraton Downtown Philadelphia Hotel. Our expert lineup featured some of the most respected minds in investing, politics, and broadcasting, including Dr. Terry Madonna, Liz Claman, and the Haverford Trust panelists. Click EXPAND above to watch the videos from the evening.

Video Clips

Welcome Remarks

Executive Remarks

Opening Address

Keynote Address

Haverford Panel Discussion

2015 | announcement

Barron’s Top 100 Financial Advisors

Binney Wietlisbach, President of The Haverford Trust Company, has once again been named to Barron’s Top 100 Women Financial Advisors for the fifth consecutive year. Binney has continuously been recognized for her commitment to her clients and Haverford’s Quality Investing strategy. Click here for 2015 Barron’s Top 100 Financial Advisors list

2014 | event Expand

Haverford Investors' Conference | Outlook 2015

The annual Haverford Investors’ Conference | Outlook 2015 took place on November 13, 2014 at the Sheraton Valley Forge Hotel in King of Prussia, Pennsylvania. The featured program, "Fortress America: The Case for Growth in 2015 and Beyond", was presented by Ron Insana, a highly respected business journalist, money manager, and familiar face on business television. With a gift for humor and broad range of experience, having spent 26 years as a veteran anchor and contributor at CNBC and its forerunner the Financial News Network, Ron left the audience feeling enlightened and entertained. The evening included remarks by our Chairman & CEO, Joe McLaughlin, and President, Binney Wietlisbach, as well as Ron Insana joining the Haverford Trust Outlook 2015 panel for a lively discussion offering keen commentary on the markets and global economy. Panelists included Ed Boehne, Senior Economic Advisor & Director, John Donaldson, Director of Fixed Income, and Hank Smith, Chief Investment Officer & Director.

Click expand above to watch videos of the conference.

Video Clips

Haverford Investors' Conference Opening Remarks

Haverford Investors' Conference Introductory Remarks

Haverford Investors' Conference Featured Presentation

Haverford Trust Panel Discussion

April 20, 2016 | announcement

Haverford Adds Keith Eby as Vice President & Portfolio Manager

Veteran Wealth Manager Brings More Than Two Decades of Experience to New Position
Click here to read the press release.

2015 | announcement

Barron’s Top 1,200 Financial Advisors

Barron’s 2015 Top 1,200 Financial Advisors list names Binney Wietlisbach, President of The Haverford Trust Company, as a top advisor in Pennsylvania. Binney moved up in rankings from twenty-fifth to twenty-second overall in Pennsylvania. This is the fifth consecutive year that Barron’s has recognized Binney for her achievements in wealth management. Her continued success and recognition by premier media outlets are a testament to her unwavering commitment to her clients and Haverford’s Quality Investing strategy. Click here for 2015 Barron’s Top 1,200 Financial Advisors list

October / November 2015 | commentary

Haverford Trust in Worth Magazine

What should investors do when the bull market arrives? [MORE...]

2013 | event Expand

Haverford Investors' Conference | Outlook 2014

The Haverford Investors’ Conference, which took place at the Loews Philadelphia Hotel on November 14th, featured Dr. Jeremy Siegel, renowned Professor of Finance at The University of Pennsylvania Wharton School. The program consisted of an in-depth interview with Dr. Siegel followed by the Haverford Trust Outlook 2014 discussion with Haverford’s esteemed panelists, Ed Boehne, Hank Smith, and John Donaldson. Click expand above to watch videos of the conference.

Video Clips

Haverford Investors' Conference Opening Remarks

Haverford Investors' Conference Feature Presentation

Haverford Investors' Conference Panel Discussion

August 24 2015 | commentary

Market Sells off significantly for first time in 4 years

The market sell-off that started last week is a vivid reminder that stocks go both up and down. Over the past six years, we have been lucky enough to experience much more up than down. The last time the Dow declined over 10% (actually 19.4%) was August 2011. The subsequent 48-month and 54% advance has been unprecedented in its lack of volatility. Looking to the end of the last bear market, the Dow is up 151% from the bear market lows of March 2009 i. With the sell-off this morning, all U.S. indexes are in correction territory. [MORE...]

2012 | event Expand

Haverford Investors' Conference Outlook 2013

One day after the 2012 Presidential Election and amidst inclement weather more than three hundred guests filled Philadelphia Marriott West to listen to Jim Lehrer and Haverford Trust panelists. Click expand above to watch videos of the conference.

Video Clips

Haverford Investors' Conference Featured Presentation by Jim Lehrer

Haverford Investors' Conference Introductory Remarks by Bill Marrazzo

Haverford Investors' Conference Q&A with Haverford Trust Panel

2013 | announcement

Lehigh University Alumni Honor

Lydia Holiat was recognized as a Lehigh University Volunteer of the Quarter for her service within the Alumni organization. These recipients are honored for their leadership and volunteerism exemplifying the enthusiasm, dedication and knowledge that is the hallmark of the Lehigh Alumni Clubs and personifying the inclusivity and warmth of the Lehigh family. Click here for more about Lydia C. Holiat

2013 | announcement

Saint Joseph’s University Hall of Fame Honor

Joe McLaughlin is being honored with the Saint Joseph’s University Erivan K. Haub School of Business 2013 Hall of Fame Award. This select group of honorees embodies the integrity, steadfastness, and self-reflection that the Haub School hopes to instill in its students. Click here to learn more about Joe McLaughlin. A dinner reception will be held in April in Joe’s honor.

2013 | announcement

Penn State Alumni Honor

Binney Wietlisbach was selected as the January Alumni of the Month by the College of Liberal Arts at The Pennsylvania State University. "Penn State's College of the Liberal Arts boasts more than 90,000 alumni, many of whom who have gone on to serve their professions and communities with great success,” said Susan Welch, Dean of the College of the Liberal Arts and Professor of Political Science at The Pennsylvania State University. “The goal of the monthly profile is to highlight an alum who has demonstrated professional accomplishments, a strong sense of community service, and the desire to serve as a role model to Penn State students and fellow alumni on the power and versatility of a liberal arts education. Without question, Binney fulfills all three categories." Click here for more about Binney H. C. Wietlisbach

| event Expand

Enhanced Client Website is Live

Our new portfolio access website powered by SunGard is now available. Easier access to your statements and market data await your visit.

Continued access to the site is available using the log-in key on the homepage at HaverfordQuality.com. We hope you will find the layout to be intuitive and the information easy to understand. Online help tools are available on the site, and your Haverford Trust operations team is also standing by to take your call. Once you have visited the new site, customized screens, accessed your statements online, and viewed transactions, we would appreciate feedback about your overall online experience. Please feel free to contact your Portfolio Manager with questions or suggestions.