Our Approach and Process

Top-Down Strategy, Long-Term Approach

Estabrook constructs client investment portfolios with a consistent and disciplined process with the goal of preserving and building wealth over time.

We are long-term investors and employ a “top-down” investment discipline that drives our sector allocation and fundamental stock selection. An understanding of current macro-economic factors and the identification of enduring secular trends enables us to take advantage of powerful forces effecting capital markets.

While capital markets may be efficient in the long-run, in the short-run things are not so neat. Market cycles create exploitable valuation opportunities when market sentiment and reality become disconnected, and our fundamental research efforts allow us to identify what we believe are best-in-class companies positioned to benefit in the current environment that we can own at compelling values.

                      

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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