"The personal touch, the ongoing updates on current investments and the open and direct communication speak for themselves."
In a short interview, Mr. Pfab reveals what his investment used to look like and what convinces him about Estably.
Until just before the pandemic, I had no financial investment in that sense. It was the crisis in the stock market triggered by COVID that made me start investing money myself in the first place. Even though I was partly very successful, I also made typical and sometimes serious mistakes. This led to losses, sometimes even total losses. After two years, I sold everything at a very good profit (despite these mistakes), because I no longer wanted to take care of my investments myself. But I still wanted to continue investing in the stock market. That’s how I came to Estably.
The range of Robo-advisors and digital asset managers in the German-speaking market is now large. What was the deciding factor in the end that made you choose Estably?
Even though Robo-advisors are very digital and partly impersonal, I felt in good hands with Estably right from the start. The contacts before signing the contract were always professional, I always had someone on the phone immediately and didn’t wait for minutes in a phone loop. All questions were answered in detail.
Any doubts were discussed and resolved beforehand. Estably’s performance speaks for itself, and the stocks have been carefully selected. But one thing must be clear to everyone: investing in the stock market is not something for a few months. The time horizon should be more than 5 years if you want to invest seriously and grow.
Yes, and with a clear conscience. The personal touch in a very digitalized business model, the continuous updates on current investments, and the open and direct communication speak for themselves.
There is rarely a 100% perfect match. Rely on your gut feeling. In the end, it is important to find the right mix of qualifications, experience and personality.