For life's must haves, there's Quality is built right into our name. We get to know you - and your life - to ensure that your plan is uniquely yours. Wealth management that's invested in you. What drives our five-star service? You. A team who is ready, willing, and reliable. The right people, the right solutions, and the right experience are all just a conversation away.
An investment plan that starts with you. Thought leadership, news, and insight for intelligent investors. A roadmap to the open market. Let's talk goals. Some are more important than others. A firm that takes the time to keep current with your priorities can best ensure your investments are smartly managed.
An investment plan that starts with you. Thought leadership, news, and insight for intelligent investors. A roadmap to the open market. Let's talk goals. Some are more important than others. A firm that takes the time to keep current with your priorities can best ensure your investments are smartly managed.
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The Haverford Trust Company was founded in 1979 on Philadelphia's landmark Rittenhouse Square. Since our founding, one thing has remained unchanged. Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $13.2 billion* in assets, our size is our advantage.
Many of our leaders have been with us for 25 years or more. Many members of our team have never worked anywhere else. When you start a relationship with a Haverford portfolio manager, you may well have a relationship for life. To protect your privacy, please do not include any non-public personal information on this contact form.
The Haverford Board, with the continued participation of the company's founder, George Connell, brings together the company's top executives with outside leaders, who contribute knowledge, perspective and expertise gleaned from influential careers in business and finance. To protect your privacy, please do not include any non-public personal information on this contact form.
The Haverford Quality Investing philosophy, which is central to Haverford's success, was developed to achieve three goals:. The philosophy is straight-forward and easy to understand, but it requires discipline, persistence and consistency. You can count on our investment professionals to:. While our philosophy remains consistent from year-to-year, we are forward-looking in our selection of securities and views on asset allocation.
As long-term investors, we strive to identify and invest in companies that are well-governed and prepared to navigate the environmental and social factors that will impact their businesses over time. We consider Environmental, Social, & Corporate Governance (ESG) criteria alongside traditional financial metrics in our investment decision making.
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Tom Templeton
Nov 06, 2017
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