Trust and Experience

Estabrook’s Investment Policy Committee members have an average of over 28 years investment experience and manage $890.1 million in assets under advisement as of March 31, 2018.

Disciplined, Long Term Focus

Estabrook’s investment philosophy and process have remained consistent since our inception. So has our goal: protecting and growing your wealth.

Serving Individuals, Institutions & Financial Advisors

Estabrook has a long history of partnering with individuals, endowments, foundations, corporations and financial advisors to achieve clients’ investment objectives.

Customized Portfolios To Meet Your Needs

Estabrook offers core strategies that can be tailored to meet clients’ specific needs and objectives.

Privately Owned, Personally Invested

Estabrook is privately owned, ensuring your success is how we measure our success.


Customized Portfolios

Your investment strategy should be as unique as you - which is why we combine your specific needs with sound professional advice to design a customized investment solution.

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Consistent Style and Strategies 

Consistency and discipline drive our clearly defined investment process. As either part of a greater asset allocation or a complete solution, you can count on Estabrook.

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Financial Advisors

Experienced Partner
to Financial Advisors

With a long history of managing Financial Advisors’ client accounts, we work with many sponsors and willingly explore new sponsor program relationships.

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Socially Responsible & Faith Based Investing

We Understand Your Unique Needs

We have a long history of creating customized portfolios for faith based and socially conscious investors that adhere to their beliefs and larger missions. 

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