Haverford Financial Services, Inc.

Overview

Haverford Financial Services, Inc. is a corporation that has been registered with the SEC since 2004 and serves an institutional client base. The firm operates on a percentage-of-AUM fee model and focuses on portfolio management across several client types, including individuals and small businesses, investment companies, and businesses or institutions. It is not organized as a capital allocator and does not present itself as a multi-state adviser; it also does not identify as an active ESG investor, pension consultant, or related adviser. Haverford lists affiliations with other financial institutions such as investment advisers, banking or thrift institutions, and trust companies, suggesting collaborative relationships for custody, trust, or complementary services. The firm’s ownership structure is noted as a domestic entity with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives