The Haverford Trust

At Haverford, we are a team of financial experts who are dedicated to providing our clients with a personalized approach to wealth management. With a rich history dating back to 1979, we have built a reputation for being a reliable and trustworthy partner for those seeking to secure their financial futures.

Our Commitment to Quality

Our commitment to quality is at the forefront of everything we do. We believe that this philosophy is essential in providing our clients with the right mix of stability and growth across the market cycle. Our team of experts is dedicated to understanding your unique financial goals and creating personalized investment strategies to help you achieve them.

Our Services

Our suite of services is designed to cater to a wide range of clients, including individuals and families, institutions, and nonprofit organizations. Whether you are seeking investment management, trust and estate services, retirement plan services, or banking and wealth planning solutions, we have the expertise and resources to help you achieve your financial goals.

Quality Investing

At Haverford, we believe that Quality Investing is not just a philosophy but a way of life. We are committed to providing our clients with a transparent and responsible approach to investing, one that prioritizes the preservation of capital, lower volatility, and predictability. Our Quality Investing philosophy is built on a foundation of objective advice, risk management, stability, and service.

Our Team

Our team is composed of experienced professionals who are dedicated to delivering exceptional service and ensuring that your financial goals are met. Our team members are passionate about what they do and are committed to providing personalized attention to each and every client.

Our History

Haverford was founded in 1979 on Philadelphia's landmark Rittenhouse Square and has since prospered for over 40 years. Our commitment to quality has remained unchanged, and we continue to adapt to the evolving needs of our clients and the financial industry at large.

Our Clientele

Our clients include individuals and families, institutions, institutional consultants, endowments, private foundations, employers, employee benefit plans, nonprofit organizations, and trusts and estates. We are uniquely positioned to service investors of $1 million or more of investable assets.

Our Heritage

At Haverford, we take pride in our heritage and the role we have played in helping our clients achieve their financial goals. From our humble beginnings in 1979 to our current status as a leading wealth management firm, we have always remained committed to our core values of quality, integrity, and personalized service.