Individual Investors

Since our inception, we have remained exclusively in the investment management business, and we take pride in measuring some of our client relationships in decades, not just years. Whether working with individuals, families or trust accounts, we are sensitive to the unique needs of each investor.

Chairman Charles T. Foley and our team of seasoned investment professionals are focused on safeguarding and growing your assets. We listen to your needs and formulate an investment portfolio designed around your goals. A wealth manager is also an advisor and a confidant, and our success only happens if you get what you need from us.

Please refer to our list of investment strategies on the menu to the right to learn more or contact us directly.

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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