Sin Stocks

Alcohol, Tobacco or Gambling Stocks

As a firm, we do not generally own any alcohol, tobacco and gambling stocks (traditional ‘sin’ stocks).

We also have a wide range of experience catering to clients with restrictions that go beyond these three industries. Whether for personal or socially responsible reasons, we are happy to accommodate individual preferences, diligently working with clients and financial advisors on crafting portfolios that fulfill investors’ economic and ethical standards.

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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