A Welcome Note from Our President

As the President of Estabrook, I would like to personally welcome you to our website and invite you to learn more about our company.

I first joined Estabrook in 1978 as an intern in my senior year of college.  I have been involved with the company ever since as either a client or employee, and for the last nine years have served as its President.  Estabrook’s name dates back to 1851, and my time here has shown me that it consistently brings experience, conviction and a commitment to client service. 

Whether you are a family or individual, an endowment, an institution or a client with distinct investment objectives, we excel at understanding your needs and helping you meet your goals. As a privately owned company with a fee structure based on portfolio size, our interests are closely aligned with yours. Our long-term focus is on preserving and building your wealth over time. We hope to be of service to you and would like to personally discuss your needs and investment requirements.

Lewis Lee
President

 

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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