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HAVERFORD TRUST CO

13F
HAVERFORD TRUST CO
Last update 2024-02-08 362 Stocks (26 new)
Value $9.01 Bil Turnover 4 %
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HAVERFORD TRUST CO Profile

Haverford Trust Co. is a private investment management firm based out of Radnor, Pennsylvania. The company was established in 1979 in the Rittenhouse Square and has grown from its inception to now have over $8.2 billion in total assets under management. The firm would expand its services in the 1980s and onwards, creating a state chartered trust company and a bank registered under the Federal Reserve System. Haverford Trust Co would continue to grow and relocate to its current headquarters in Radnor after the turn of the millennia. The company would then expand its offerings, which includes mutual funds, retirement services, and new portfolios with a global strategy. Haverford Trust Co currently operates with 75 employees as a subsidiary of Drexel Morgan & Co. and provides a variety of services to its clients. The company caters to individuals and families, institutions, endowments, private foundations, employers, charities, trusts, estates, financial advisors, and others. Haverford Trust Co conducts its research internally, utilizing its Quality Investing philosophy that focuses on stability and growth with a long term perspective. The company invests most heavily in the finance sector, which alone makes up almost a third of its total asset allocations, and also invests in the consumer staples, information technology, health care, consumer discretionary, industrials, and energy sectors, among others to a lesser degree, in order of decreasing allocation. Haverford Trust Co’s top 10 holdings make up under a third of its total allocations and the company has a relatively low turnover rate of approximately 7.6%. The company currently offers a wide variety of products including its Quality Growth, Quality Dividend Yield, Quality Global, Quality Growth Stock Fund, Municipal Strategy, and Taxable Strategy in its Quality Equity Portfolios and Quality Fixed Income Portfolios. Haverford Trust Co. also provides banking services and financial advisors and consultants under its investment management division.
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HAVERFORD TRUST CO Past Portfolios

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HAVERFORD TRUST CO's Hypothetical Growth since 2023-12-31

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