Haverford Financial Services manages investment portfolios for individuals and institutional clients, specializing in high-quality, large-capitalization, dividend-paying stocks and disciplined fixed-income strategies. Haverford Financial builds portfolios based on fundamental analysis and active management, aiming to provide competitive returns while controlling risk. Clients can establish individually managed accounts or participate in wrap fee programs through third-party program sponsors. The firm also offers global allocation strategies using exchange-traded funds and commingled funds. Haverford Financial typically receives authority to make trades without asking first, allowing them to manage accounts according to each client's agreed-upon objectives and restrictions. While the firm primarily focuses on investment management, clients may also consult with advisors regarding their portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable at the firm's discretion. Wrap account fees generally range from 0.20% to 0.55%.