US Large Cap Core Balanced

Income and Long-Term Growth

Estabrook’s balanced strategy seeks both income and long-term capital growth by investing in approximately 70% equity and 30% fixed income, although allocation can be catered to specific client objectives. Combined with our US Large Cap Core service, the 30% fixed income allocation aims to manage both credit and interest rate risk. Issuer’s fundamentals undergo thorough analysis, including evaluation of the overall health of the balance sheet and financial performance.

Our investment committee meets regularly to address portfolio construction in the context of our economic outlook and emphasis on secular trends and strategic themes. We review sector allocations, stock specific fundamentals, position sizes and price targets. Ongoing risk decomposition and performance attribution reviews round out this process.

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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