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.


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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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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