Haverford Financial Services, Inc.
Haverford Financial Services, Inc. is a privately owned SEC-registered investment adviser headquartered in Radnor, Pennsylvania. The firm was founded in 2004 and is an adviser to the Haverford Quality Growth Stock Fund. It employs a team-based approach, led by seasoned professionals, and serves both individual and institutional clients, offering investment management, retirement planning, and consulting. As of September 30, 2025, Haverford collectively manages and consults on approximately $16.2 billion in assets, with its mutual fund division managing nearly $295 million. The firm focuses on delivering consistent, long-term results through quality investing principles. Employee count is not specified in public materials.
Investment Strategy
Haverford Financial Services follows a disciplined, long-term investment strategy centered on 'Quality Investing.' The firm seeks to invest in high-quality companies exhibiting consistent and predictable earnings growth, regular and growing dividends, significant market capitalization, and strong market positions. Their philosophy aims to preserve capital, provide portfolio growth, and mitigate risk throughout market cycles, focusing primarily on U.S. exchange-listed companies with premium returns and lower risk through diversification and low turnover. The process is driven by a belief that high-quality and dividend-paying companies offer competitive returns with less risk, and that careful security selection and appropriate diversification can lower overall investment risk.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.86% | $26.5M | 53,362 | $74.09 | $497.41 | +$6.0M |
A AAPL | APPLE INC | 5.95% | $20.1M | 98,032 | $20.15 | $205.17 | -$1.7M |
J JPM | JPMORGAN CHASE & CO. | 5.67% | $19.2M | 66,079 | $52.93 | $289.91 | +$2.9M |
O ORCL | ORACLE CORP | 5.56% | $18.8M | 85,870 | $47.96 | $218.63 | +$6.2M |
C COST | COSTCO WHSL CORP NEW | 4.97% | $16.8M | 16,960 | $373.91 | $989.94 | +$728.1K |