An Overview of Our Investment Strategies.
All strategies follow the same principles: long-term oriented, carefully selected, and held in a custody account in your name. They differ in what your assets are invested in.
Three Strategies for Your Wealth.
Modern Value and Best of Funds invest according to the principles of value investing—one directly in individual stocks, the other through selected funds. Asset Protect complements your wealth with physically backed gold and silver.
Individual Stocks
Modern Value
A portfolio of 35 to 40 carefully selected companies whose price is below their value. For investors who wish to hold long-term stakes in individual companies.
From 50,000 EUR · five variants
View Modern ValueFunds
Best of Funds
Actively managed equity and bond funds from selected managers, broadly diversified across regions, sectors, and investment styles. For investors seeking growth with moderate volatility.
From 50,000 EUR · five variants
View Best of FundsGold and Silver
Asset Protect
Physically backed gold and silver, supplemented by at least 5% in Swiss francs. As a supplement to Modern Value or Best of Funds, or as a standalone solution.
From 100,000 EUR · five portfolios
View Asset ProtectModern Value and Best of Funds are available in five variants with an equity allocation of 20 to 100 percent. Modern Value can also be invested tax-optimized within an insurance wrapper. From approximately 1 million EUR, Estably Premium offers you more say in the composition of your portfolio.
For Specific Goals.
We developed these strategies together with selected partners. They can be used as a supplement to asset management or as a standalone solution. Estably makes and is responsible for the investment decisions.
With Marc Friedrich
Shielding Strategy
Selected companies, precious metals, Bitcoin, and Swiss francs in one portfolio, held at the Liechtensteinische Landesbank.
From 100,000 EUR or CHF
View Shielding StrategyWith Marc Friedrich
Freedom Strategy
The investments of the Shielding Strategy, held within a unit-linked life insurance policy. This framework influences taxation and enables early wealth transfer.
From 100,000 EUR or CHF
View Freedom StrategyWith Markus Miller
Miller Crypto
Established cryptocurrencies via physically backed, exchange-traded ETPs in a custody account at the Liechtensteinische Landesbank.
From 100,000 EUR or CHF
View Miller CryptoInvestment, Minimum Amount, and Custodian Bank.
Your custody account is always in your name. Estably manages the assets, while the bank holds them. Learn more on the Custodian Banks page.
Modern Value
Individual stocks, bonds possible as an admixture · from 50,000 EUR · Baader Bank or Liechtensteinische Landesbank
Best of Funds
Equity and bond funds · from 50,000 EUR · Baader Bank or Liechtensteinische Landesbank
Asset Protect
Gold, silver, and Swiss francs · from 100,000 EUR · Liechtensteinische Landesbank
Shielding Strategy
Companies, precious metals, Bitcoin, and Swiss francs · from 100,000 EUR or CHF · Liechtensteinische Landesbank
Freedom Strategy
Same as Shielding Strategy, within an insurance wrapper · from 100,000 EUR or CHF · St. Galler Kantonalbank
Miller Crypto
Crypto ETPs · from 100,000 EUR or CHF · Liechtensteinische Landesbank
Which strategy is right for me?
That depends on your goals, your investment horizon, and your risk tolerance. When opening a custody account, a short questionnaire will suggest a suitable variant. We would also be happy to discuss this with you personally.
Can I combine multiple strategies?
Yes. Asset Protect, for example, can be used as a supplement to Modern Value or Best of Funds. You can also choose the Special Strategies as a supplement or as a standalone solution.
What is the minimum investment amount?
Modern Value and Best of Funds start at 50,000 EUR, while Asset Protect and the Special Strategies start at 100,000 EUR.
What do the strategies cost?
Costs vary depending on the strategy and the investment amount. You can find an overview of all fees on the Costs page.
Can I access my money at any time?
Yes. There is no minimum term and no notice period. Payouts and withdrawals are possible at any time. However, with the Freedom Strategy, the tax advantages are linked to a minimum term.
Which Strategy Suits You?
We would be happy to discuss this with you personally. Alternatively, you can open your custody account directly online, where a short questionnaire will suggest a suitable variant.