Financial Advisors

Estabrook has a long history of partnering with Financial Advisors to help them succeed in achieving their clients’ financial goals.

Estabrook provides investment strategies that possess consistent and disciplined investment philosophies that investors can readily grasp and feel comfortable with. We work with a variety of different Sponsor firms, and are always willing to explore new partnerships.

To find out if we already work with your firm, please contact us directly. Please refer to the menu on the right to learn more about our investment strategies.

 

Individuals

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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Institutions

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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