Rohrbacher Str. 168, 69126 Heidelberg.
Investment Funds
INSURANCE BROKER
Investment Funds
1
YOUR INSURANCE BROKER
IN HEIDELBERG SÜDSTADT.

EASYINVESTO – Investment Fund/ETF savings plan

Your personal asset management

You receive professional, fund-based asset management managed by the investment experts at DWS. More than 60 years of experience and more than 710 billion euros in assets under management (as at 30.09.2017) make DWS one of the leading asset managers worldwide. The 600 experts at 35 locations analyse the global and local financial markets for you. The resulting market opinion flows directly into your personal investment strategy.

With your individual investment strategy

You will receive a fund custody account tailored to your personal investment objective and risk tolerance. Your individual investment strategy will be determined for this purpose. To ensure that you achieve your goal even in more turbulent market phases, your money is invested with an ideal mix of high-yield investments, e.g. equities, but also less volatile investments (e.g. fixed-income securities). A total of up to 19 investment strategies are available, from which the appropriate portfolio is selected.

Available from 50 EUR monthly

Whether a small or large investment amount – you always receive the same know-how at favourable conditions. This professional asset management service is available to you from 400 euros on a one-off basis and from 50 euros per month. Participate now like a professional in the opportunities of the global capital markets. Your invested assets are available at all times and the contributions are variable. In addition, there are neither minimum terms nor periods of notice.

Cost-effective thanks to index funds (ETFS)

Invest your money – not on it. The annual asset management fee of 1.20% (incl. 17% VAT, based on your custody account volume) covers the costs of asset management. In addition, only cost-effective index funds – so-called ETFs – are used. With these funds you participate in the opportunities offered by the global equity, bond and commodity markets. Low costs are positive for your investment performance, so there is more return for you.

Worldwide invested funds

Do you know which asset class or industry will perform best next year? No? That’s exactly why your money is invested in the most important and promising asset classes, regions and industries worldwide! The portfolio is continuously adapted to new market conditions. Opportunities are seized and risks are reduced.

Fully lockable online

easyInvesto is your digital investment solution. There are no delivery times or queues at the post office. Your custody account is opened completely online via your smartphone, tablet or computer at DWS: Simply enter your personal information, set your investment objective, upload a photo of your ID, enter your bank details and make your first transfer.

Sign directly on the touch screen and off you go! You can check the current value of your investment online whenever and wherever you want!

Insurances and comparisons

You will receive these in a personal conversation. We look forward to hearing from you. (Please send us an email. ) click button to contact form.