Investment Strategies

Estabrook has several core investment strategies designed around clients’ different needs. Regardless of the strategy, our aim is to provide a consistent investment process and a long-term focus with the goal of preserving and building your wealth over time.

Whether you are interested in long-term capital appreciation, current income, some combination of both, or want to stress capital preservation, Estabrook can help you achieve your investment objective. Recognizing that clients come to us with a variety of circumstances, our seasoned investment team with an average of over 25 years of industry experience can tailor an investment strategy to match your specific needs.

Estabrook offers several core investment options including:

US Large Cap Core

US Large Cap Socially Responsible

US Large Cap Core Balanced

To learn more, please explore the investment strategy menu to the right, or contact us to speak with us directly.