George Washington Connell

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.

Drexel Morgan & Co. operates as a bank holding company. The company was founded by George W. Connell in 1979 and is headquartered in Radnor, PA.

Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC.