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The Haverford Trust Company

EST. AUM
$15,000,000,000

CONTACTS
11

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number 13214
Website haverfordquality.com
Client types

Overview

The Haverford Trust Company and Drexel Morgan merged in fall of 2021. Haverford Trust is a $15B multi-family office based just outside of Philadelphia, PA in Radnor. Terrance Rebello for investment research. They are vehicle agnostic in the investments that they make across equities, fixed income, and alternatives. They also have an OCIO platform in which they build investment lists and models for underlying RIAs. An example would be Detalus in St. Louis.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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