Free Consultation

Logo der InVertas
Your 
sustainable
profitable
diversified

in­vest­ment

Let’s work out your ideal in­vest­ment model together! We focus on your profile and your investor mentality!

Your 
sustainable
proftable
diversified

in­vest­ment

Let’s work out your ideal in­vest­ment model together! We focus on your profile and your investor mentality!

In­vest­ment is our core business

For many years, we have been dealing with in­vest­ments on a daily basis. Every day we make people smile with this topic. Un­fort­u­na­te­ly, we keep meeting people who have been deprived of the joy of investing by unfitting and in­trans­pa­rent products. We want to change that.

We do not adapt to any in­vest­ment fashions. Instead, we focus ex­clu­si­ve­ly on sci­en­ti­fi­cal­ly and em­pi­ri­cal­ly proven research. In this way, we ensure that our customers do not chase after any market trend, but are po­si­tio­ned for the long term, solidly and sustainably.

In­vest­ment is our strength

We are guided ex­clu­si­ve­ly by sci­en­ti­fic, empirical proven research. In this way, we ensure that you are not chasing after some market trend, but are po­si­tio­ned for the long term, solidly and sustainably.

Our help – your decision!

We are happy to act as your advisor and help you to make smart in­vest­ment decisions. Then, together, we’ll develop an in­di­vi­du­al portfolio strategy that’s just right for you. All of this, of course, without issue surcharges.

Wealth ac­cu­mu­la­ti­on or wealth preservation? 

You want to build up your assets? We’ll show you how to invest your money in­tel­li­gent­ly in this low-interest phase. Our ac­cre­di­ta­ti­on as a financial advisor gives you access to funds that are otherwise reserved for large investors.

In­de­pen­dent portfolio analysis: 

You already have a portfolio, but are unsure? We will make an analysis and compare it with al­ter­na­ti­ve pos­si­bi­li­ties to get even more out of your money. You can get a short insight in the following download (document in German).

Our prin­ci­ples

In doing so, we always focus on our in­vest­ment philosophy:

Ex­pec­ta­ti­ons & Wishes:

At the beginning of our co­ope­ra­ti­on, we ask you about your ex­pec­ta­ti­ons and wishes. We will also inform you about the potential returns and risks.

Low costs:

Cost is the easiest factor to control in investing. Lower costs mean higher returns for you. That’s why we use low-cost ETFs and avoid expensive management.

Tan­s­pa­rent compensation:

Our fee is very easy to un­der­stand. We charge a trans­pa­rent fee linked to the size of your in­vest­ment. All costs are clearly com­mu­ni­ca­ted to you in advance.

Get to know our 10 in­vest­ment principles:

Learn about the cor­ner­sto­nes of our in­vest­ment philosophy!

Take care of your in­vest­ments today

We help you to clarify the complex facts and show you your in­vest­ment options. Get to know us in a free initial consultation!

Opinions of our
clients

Our passion is to give you a pro­fes­sio­nal good feeling. Always honest and trans­pa­rent. Convince yourself with our numerous reviews!

Vanessa Kuenzel

Bewertung
5/5

Among other things, I asked for a pension plan there and I am really po­si­tively impressed by the con­sul­tant. He responded very well to my wishes and was and is really always available for me! For my questions he has always taken a lot of time and also very much patience and fri­end­li­ne­ss! The product re­com­men­ded by him I had compared with others and finally decided for this. On the one hand, because the product really convinced me in the end and on the other hand, because the con­sul­tant David R. really took the time and explained ever­y­thing to me again and again in a very un­der­stan­da­ble and good way. Great con­sul­tant who really does not leave you hanging!

Anke Schneider

Bewertung
5/5

Many thanks to Mr. David Reinhard for the detailed advice and patience in answering my questions – sym­pa­the­tic and competent!

Lukas Prechtl

Bewertung
5/5

Super good financial service from David Reinhard! The advice is based on your own needs and interests and not on the interests of the re­spec­ti­ve insurance companies / banks.

Pascal Stock

Bewertung
5/5

The advice given by Mr. Reinhard when changing the Riester pension was pro­fes­sio­nal­ly very good, fast and even via video telephony un­com­pli­ca­ted and possible at any time. Therefore, I can highly recommend this.

Faisal Anees

Bewertung
5/5

It was nice being supported with a pro­fes­sio­nal re­pre­sen­ta­ti­ve – ( David Reinhard ) who advised and gave us the best suited and trans­pa­rent advise. This not only gave us the con­fi­dence but also motivated us to start with our goal.

Venkatesh

Bewertung
5/5

David Reinhard has the patience and knows the details. He gives the time that is needed for the advice and is really good in what he does. He came across as someone who does his best to win the trust and confidence.