Pat Hoyer

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.

Meridian Bank NA provides commercial banking services. The firm also offers construction and commercial real estate lending services. It has offices in Fountain Hills, Gilbert, Glendale, Kierland, McDowell Mountain, Phoenix, Wickenburg, and Peoria. The company was founded in 1978 and is headquartered in Avondale, AZ.

Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC.