Haverford Financial Services, Inc.
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 130007
- Registered since
- February 12, 2004
- Website
- haverfordquality.com
- Custodians
- PNC WEALTH MANAGEMENT LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies87.6%
- State / Municipal Government5.59%
- Other3.51%
- Individuals1.17%
- Corporations / Businesses1.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Haverford Financial Services, Inc. is an institutional registered investment adviser that focuses on discretionary portfolio management for institutions, investment companies, and individuals/small businesses. The firm is SEC-registered (since 2004) and charges fees based on a percentage of assets under management. Its filings indicate it does not position itself as a capital allocator and is not an active ESG investor. Advisory activity is concentrated on portfolio management across institutional and private clients, and the firm reports affiliations with other investment advisers, banking or thrift institutions, and trust companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 5
Timothy Hoyle
Chief Investment OfficerCRD 4738853
Joseph Mclaughlin
Chairman & CEOCRD 2318774
Paul Rovner
Vice President, Chief Financial OfficerCRD 4486011
Contacts
3 of 18
Lydia Holiat
Vice President & Portfolio ManagerCRD 5649193
Daniel Geraghty
Vice President & Portfolio ManagerCRD 5773933
Kimberly Southmayd
Senior Investment OfficerCRD 5158463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$10.5M in ETFs
72%
$7.5M
28%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $1.7M | 7,631 | 15.95% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 3 Radnor Corporate Ctr
- Time zone
- ET (UTC-5)
- Office locations
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