Haverford for Financial Advisors and Consultants
Successful investing is a team sport. Strong relationships, built on trust and mutual respect, are the prerequisite to long-term value. Haverford takes great pride in its long and successful partnerships with financial advisors and consultants, who count on our Quality Investing process to meet their clients’ needs for risk-adjusted returns.
Haverford’s approach to financial advisors is something you may not have experienced before.
Instead of acting as just a wholesaler, we focus on adding value to your lines of business. We provide access to our proprietary research. We participate in client meetings as appropriate. Our representatives not only work with you, they have portfolio management responsibilities of their own, and so they understand exactly where you are coming from.
The Investment Management section of our site details the analytical process and investment discipline that go into the construction of our equity, fixed income and mutual fund portfolios. Please take a moment to review our portfolio offerings.
For more information and a complete list of participating approved platforms, please contact Frank Files at 610.995.8746 or click on the link below. Contact Haverford >