Free download
Investa Investor Report 2026
Invest clearly. Without flying blind. Find out how working with investa works and which five mistakes investors most often make when investing in funds.
What to expect
Understand first. Then invest.
Most people make decisions about their investments with less information than they would gather when buying a used car. This report does the opposite: open, understandable and without return promises.
Reading time: about 12 minutes. No recommendations for individual securities, no pressure to act – capital that is to be well invested can handle a calm decision.
- 01
How we work together
Five steps from the first conversation to ongoing support – transparent, at your pace.
- 02
Five mistakes with fund investments
The most common mistakes investors make when investing in funds – and what to do instead.
- 03
Conditions and access
Where the difference becomes concrete: fees, markets and access at a glance.
- 04
Is this right for you?
Honest exclusion criteria – when a collaboration does not make sense.
- 05
The next step
No obligation and free of charge: how it can continue after the report.
The next step
Continue with no obligation and free of charge
After the report you can decide whether a personal conversation makes sense – entirely without obligation.
Depot switch · Free
Get free advice on your depot switch now
Would you like to transfer your depot to investa Vermögensberatung GmbH? We accompany your depot switch personally, transparently and without unnecessary effort – from the initial assessment to digital submission.
* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.
Switching bonus of up to €1,000*
* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.
Tied agent pursuant to § 3 para. 2 WpIG under the liability of ATVANTIS Asset Management GmbH. Further information in the Imprint.