Haverford Quality Fixed Income

Markets are dynamic, changing every day. Interest rates fluctuate, the economy may strengthen or weaken, and leading economic indicators can quickly change direction. Haverford’s active approach to fixed income portfolio management enables us to target the sectors, maturity structures, and issuers that will best meet our clients’ investment objectives. We routinely review our positions and respond to changes in the overall economic environment in order to minimize risk.

Haverford’s separately managed accounts allow us to provide customized solutions to match each investor’s objectives, risk tolerance, liquidity requirements and marginal tax rate to optimize the benefits from the individual portfolios we create. Our ability to customize a portfolio extends into socially responsible investing. Haverford will work with the unique requirments of any institutional client to match their investment policy to quality investing options.