ESTABLY VS CLASSIC ROBO ADVISORS
What distinguishes us from classic Robo Advisors?
July 22, 2020 | Digital Asset Management
Uncomplicated, transparent… profitable?
One example::
A manager plans to integrate another company. This statement was communicated to shareholders and investors in a conference call. How should an algorithm find this important information and evaluate the manager’s strategic decision for the company? What will the company be worth after the merger? What are the effects on the profitability of the company? No algorithm asks these questions and the questions resulting from them.
Artificial intelligence and algorithms make our lives easier every day – but we believe that no robot can yet replace the expertise and analytical capabilities of human portfolio managers..
Robo Advisor with focus on performance
Higher minimum investment amount than our competitors
The main differences at a glance
Estably | Classic Robo Advisor | |
---|---|---|
Investments | Individual stocks & Bonds | ETFs, Index funds |
Strategy | Active | Passive |
Investing done by | Our portfolio managers | CPU based algorithms |
Account opening | Digital | Digital |
Costs | 1,2% p.a. | Ø 1,17% p.a. |
Returns
Value 30 (moderate) Value 60 (growth) Value 100 (Chance) |
(36 Months)
+17,44% +32,49% +35,56% |
(36 Months)
depending on the strategy: -5,46% bis +19,77% |
Minimum investment | €20.000,- | €500,- |
What’s important to you?
Estably is the first digital asset management company from Liechtenstein to offer first-class wealth management from € 20,000 through a mix of technology and human investment expertise. Thanks to the portfolio managers' many years of experience in the field of value investing, above-average returns are targeted. This is intended to make professional asset management, previously available exclusively to large investors, accessible to everyone - conveniently, transparently, and profitably.
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