# The Haverford Trust Company The Haverford Trust Company is an Asset Manager based in Radnor, United States. ## Overview - **Organization type:** Asset Manager - **Headquarters:** Radnor, United States - **Region:** North America - **Address:** Radnor, PA, United States - **Founded:** 1979 - **Assets under management:** $1B - $5B (Altss estimate) - **Website:** haverfordquality.com ## Regulatory record - **CRD number:** 130007 - **SEC file number:** 801-62759 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130007 ## About Haverford Financial Services, Inc. is an SEC-registered investment adviser in Radnor, PA, registered since 2004. The firm manages approximately $366 million in regulatory assets. It has 45 employees and 25 investment advisers. ## Sectors - Financial Services ## People - George W. Connell — Chairman - Binney H. C. Wietlisbach — President - Henry B. Smith — Chief Investment Officer ## Questions ### Who runs investment decisions at Haverford? Haverford's investment process is led by Chief Investment Officer Henry B. Smith. Smith oversees a centralized investment committee that constructs and maintains the firm's domestic equity and fixed-income portfolios. The committee operates with a consensus-driven approach, applying the same quality screens and buy/sell discipline across all client accounts. Individual portfolio managers do not deviate from the committee's approved securities list. ### How does Haverford's trust company complement its investment management? Haverford Trust Company, a Pennsylvania state-chartered trust entity, provides custody, estate settlement, and ongoing corporate trustee services alongside the firm's advisory business. This structure allows Haverford to serve as both investment manager and fiduciary trustee for the same family, eliminating the coordination friction that occurs when an RIA and a third-party bank trust department must jointly administer an account. The trust charter dates back to Haverford's early expansion beyond pure investment counseling. ### Does Haverford participate in private investments or alternative assets? No. Haverford does not invest client capital in private equity, venture capital, hedge funds, or direct real estate. The firm's investment policy statement restricts portfolios to publicly traded U.S. equities, investment-grade fixed income, and cash equivalents. Clients seeking alternatives are either referred out or maintain separate accounts managed by other advisors. ### What is Haverford's known posture on concentrated stock positions? Haverford has a dedicated program for managing concentrated single-stock positions, often arising from corporate executive compensation or pre-IPO accumulation. The firm uses a combination of options-based hedging and donor-advised-fund contributions to reduce position risk without triggering immediate taxable events. Published case studies describe staggered collar strategies and multi-year charitable gifting plans executed through the trust company (per the firm's practice-area descriptions). ### Who are Haverford's typical clients? Haverford serves high-net-worth families, corporate executives, foundations, and endowments concentrated primarily in Pennsylvania, New Jersey, Delaware, and the broader Mid-Atlantic. A significant portion of the client base consists of multi-generational relationships where Haverford Trust Company serves as corporate trustee across successive generations. The firm does not market to mass-affluent households and maintains stated minimum account sizes in its Form ADV (per SEC public filings). ## Related profiles - [Cuthbert Financial Guidance](https://altss.com/profile/cuthbert-financial-guidance) - [Wealthcrest Financial Services](https://altss.com/profile/wealthcrest-financial-services-llc) --- Last updated: 2026-07-08T23:47:58.537Z Canonical page: https://altss.com/profile/haverford-financial-services-inc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology