Joe McLaughlin

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.

Beneficial Bancorp, Inc. operates as a bank holding company of Beneficial Bank, which engages in the provision of banking and financial services to individuals and small-to medium-sized businesses. It also offers commercial real estate, commercial business, one- to four-family real estate, consumer, home equity and constructions loans. The company was founded on August 14, 2014 and is headquartered in Philadelphia, PA.

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.

Beneficial Mutual Bancorp, Inc. operates as a bank holding company. The company through its subsidiary, Beneficial Bank, provides consumer and commercial banking services. It provides depository, lending and investment products and services to individuals and businesses and also offers a variety of loans including commercial, residential and consumer loans. The commercial loan portfolio includes business loans, commercial real estate loans and commercial construction loans. The consumer loan portfolio primarily includes automobile loans, personal loans including recreational vehicles, manufactured housing and marine loans, educational loans and home equity loans and lines of credit. The residential loan portfolio includes one-to-four family residential real estate loans and one-to-four family residential construction loans. The company was founded on August 24, 2004 and is headquartered in Philadelphia, PA.

Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA.