Socially Responsible & Faith Based Investing

Positive and Negative Screening

"We want it now – and if it makes money now it's a good idea. But if the things we're doing are going to mess up the future, it wasn't a good idea. Don't deal on the moment. Take the long-term look at things. It's important that we do the right thing by the soil and the climate. History is of value only if you learn from it.”

-Wayne Lewis, Dust Bowl Survivor.

Socially Responsible Investing

As illustrated in the quote above, Estabrook believes that corporate responsibility and societal stewardship are important elements of corporate culture. Using our core investment philosophy and process as a foundation, we integrate additional levels of emphasis and analysis around companies’ environmental, social and corporate governance priorities and performance. This allows for a portfolio construction process that can simultaneously match individual client’s values and help them achieve their broader investment objectives.

Faith Based Investing

Estabrook has long enjoyed partnering with a variety of faith based organizations, helping them achieve their investment objectives in a manner consistent with their ideology. As of March 31, 2016 Estabrook manages over $50 million for clients with faith-based guidelines, including individuals and institutions such as Dioceses, Churches, Trusts, Retirement Funds, Foundations and Endowments.

We are experienced with constructing portfolios within the guidelines set out by The United States Conference of Catholic Bishops and other religious standards. Our experience suggests that these types of investment guidelines ought not to diminish an organization's ability to achieve competitive returns over time.

Start the conversation
To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Bob Wallace
Marketing and Client Services
(212) 605-5535
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082