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:

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

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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