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Home > Financial Services > Stock Brokers > Haverford Trust Securities, Inc.
Haverford Trust Securities, Inc.
Haverford Trust Securities, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Haverford Trust Securities, was established in Philadelphia in 1979, they offers investment management, trust and estate and private banking services. Now located in Radnor, Pennsylvania, they are a member of the Federal Reserve System and their client's private banking deposits are FDIC insured up to 100,000 dollars.
Their Fund contains a mixture of rapid and moderate growth stocks. They strive to place in their portfolio the stock of companies whose annual earnings growth rate will average in the mid teens. They recommend a minimum of three to five year time horizon for the fund. It is important to note that Haverford's investment process, due to its focus on long-term fundamentals, typically leads to relatively low portfolio turnover.
Their fixed income philosophy maintains that high quality, intermediate term bonds provide the most attractive risk adjusted returns. Fixed income securities must be domestic issues with significant liquidity, such as U.S. Treasuries and Federal agencies, higher rated corporates, and, when appropriate, triple A rated municipals. They ladder the maturities to minimize the effect of interest rate fluctuations. The average portfolio duration generally ranges between four and six years.
Their equity philosophy is the belief that company earnings drive stock prices, and that high quality blue chip growth stocks provide the most attractive risk adjusted returns over the long term. They focus on companies that have a long history of predictable and consistent earnings growth in good and bad economic times and avoid cyclical companies whose earnings growth is closely tied to the economy. Their Quality Growth Stock Fund typically contains between 25 and 35 companies diversified across a variety of economic sectors and industry groups. The fund seeks long term growth of capital by investing in well known and established stocks with continued earnings and a history of paying dividends.
At The Haverford Trust Securities, their goal is to build and protect the purchasing power of their clients’ portfolios. They invest for the long term and avoid short term investment fads.
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