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Brendan Tate Email
Investment Officer . The Haverford Trust Company
Wayne, PA
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Employees:
172Revenue:
$42.9MAbout
Haverford was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 30 years in a finance industry dominated by giants through our passion and adaptability. With approximately 70 employees and more than $6 billion* in assets under management, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address to your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. From serving a wide-range of investors, Haverford Trust has learned how to translate real-world situations into effective financial strategy. Our clients include: Individuals and Families Institutions & Institutional Consultants Endowments Private Foundations Employers Employee Benefit Plans Non-Profit Organizations Trusts and Estates Religious Organizations Financial Advisers These diverse clients all have one thing in common — a wealth management need that is fulfilled by the hallmarks of Quality Investing: preservation of capital, lower volatility, predictability, objective advice, risk management, stability, and service. We are uniquely positioned to service investors of this mindset with $1 million or more of investable assets. * Including assets under management or advisement for The Haverford Trust Company and Haverford Financial Services as of 12/31/11. Prev Next The Beginning 1979 — Haverford Trust was founded on Philadelphia's landmark Rittenhouse Square, with a foundation built on its Quality Investing philosophy that still stands today.The Haverford Trust Company Address
100 Matsonford RoadWayne, PA
United States