Ownership

Privately Owned, Personally Invested


Since our inception, we have remained exclusively in the investment management business, managing investment portfolios for a wide range of clients. Chairman Charles Foley, CFA and President Lewis Lee lead a team of seasoned investment professionals focused on the standard by which we measure our success: helping clients achieve their investment goals.

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.

Read More

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.

Read More

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.

Read More

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. 

Read More