Professionals

Meet our Team

Estabrook's seasoned Investment Policy Committee members have an average of over 25 years of industry experience and over 10 years at Estabrook. The committee includes all of Estabrook’s portfolio managers as well as our Head of Equity Research and Head of Fixed Income. Their efforts are supported by research and client service professionals as well as a team of portfolio assistants and traders. Please click on Investment Professionals to learn more.

 

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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