Mission Statement

Overbrook is committed to offering the expertise, investment capabilities, and operational excellence of an institutional asset management firm while maintaining the intimacy of an investment advisory boutique borne from the firm's history as a family office. We value the close personal relationships we have developed and maintained with our institutional and wealth management clients. These relationships are the cornerstones of our firm's success and longevity.

We are guided by principles of integrity and honesty. This is fostered by open, honest, and frequent communication. We seek to establish with our clients a shared understanding of our approach to investing. In doing so, we acknowledge that the investment we continually make in our reputation is as important as the investments we make on our clients’ behalf.

At Overbrook, we deliver for our clients by constructing and managing investment portfolios that are tailored to clients’ unique needs. For more than 75 years, our clients have entrusted us to achieve results over long-term investment horizons.