SEI – Virtual Program
March 13, 2016
The Haverford Quality Investing® philosophy is committed to maximizing returns while minimizing risk throughout the entire market cycle. Quality Investing focuses on high quality, established companies that deliver consistent earnings and dividend growth, and investment grade fixed income securities that seek to protect both principal and income over the long term. Our Quality Investing approach to wealth management is designed to help ensure stability and growth for our clients by controlling downside risk while seeking upside opportunities. We are uniquely positioned to service those investors with $1 million or more of investable assets, including individuals and families, institutions and institutional consultants, endowments, private foundations, employers, employee benefit plans, nonprofit organizations, trusts and estates, religious organizations, and financial advisors.