Invest

Self-direction

Would you like to invest in ETFs and index funds on your own? Then ours offers you Knowledge page exactly the right tools. There you will not only find links to ours Blog and YouTube channel, but also a list of all of them Advice books by Gerd Kommer and a glossary, which will help you understand the often incomprehensible investment jargon of the financial industry.

Depending on your prior knowledge, we recommend the following procedures:

Absolute beginner

If you have no prior knowledge of investing, we recommend you start with the book “The easy entry into the world of ETFs" to begin with; if you already have some prior knowledge, it's best to start with "Investing confidently for beginners: How to build wealth with ETFs". Both books first provide an easy-to-understand introduction to the exciting world of investments, then point out the most common mistakes that need to be avoided when building wealth and finally lead you easily to a simplified form of Gerd Kommer's world portfolio concept.

Advanced private investor

If you already have basic knowledge in the field of wealth creation or have completed a degree in economics, we recommend reading the proven bestseller “Invest confidently with index funds and ETFs: An investment book for advanced private investors" — Gerd Kommer's magnum opus. The book picks you up where you are in terms of knowledge and introduces you to all variants of the world portfolio concept. This book is a must for anyone who wants to delve deeper into rational, scientific investing.

Investment professional

Are you an experienced private investor and already familiar with Gerd Kommer's global portfolio concept? Then take a look at ours Blog and YouTube channel where you can further deepen your existing knowledge and possibly fill in any remaining gaps. Should you read the books “Invest confidently before and during retirement: Secure your standard of living and your asset goals with ETFs" and "Protect assets confidently: How wealthy people protect themselves against risks – a practical asset protection guideIf you don't know it yet, it might also be worth reading.

Logo Gerd Kommer ETF.

ETF

Would you like to take care of your investments yourself? Then be sure to take a look at the L&G Gerd Kommer Multifactor Equity UCITS ETF! Gerd Kommer's ETF is the 1-ETF solution for the risky part of the world portfolio.

The Gerd Kommer ETF is an all-cap and all-world ETF, i.e. an ETF on the “Welt-AG”, which takes both market capitalization and economic performance (“GDP”) into account when weighting the country, overweights the five most important factor premiums (“factor investing”) and offers ultra-diversification with over 4,000 individual stocks.

The Gerd Kommer ETF is available in an accumulating (WKN: WELT0A) and a distributing version (WKN: WELT0B) and the costs (“TER”) amount to 0.45% of the investment amount per year.

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Mobile phone with Gerd Kommer's Robo Advisor strategy
Logo of Gerd Kommer Capital

Robo advisor strategy

Do you have at least 20 euros available for your investment and don't want to take care of it yourself? Then Gerd Kommer’s Robo Advisor strategy is just right for you! It is the only robo advisor strategy that invests on the basis of ETFs according to Gerd Kommer's proven world portfolio concept.

You go through a slim online questionnaire, on the basis of which you are suggested a global portfolio tailored to your needs. Opening a portfolio, collecting and investing the investment amount, savings plans, payout plans, rebalancing - the Robo Advsior strategy does all of this automatically for you.

The fees amount to a maximum of 0.70% per year; from 100,000 euros the fees are reduced to 0.65% per year until further notice; from 250,000 euros to 0.60% per year. In addition, there are product costs of around 0.20% per year. That's it. No hidden fees. No captive contracts. No bullshit.

Logo of Gerd Kommer Capital

Robo advisor strategy

Do you have at least 20 euros available for your investment and don't want to take care of it yourself? Then Gerd Kommer’s Robo Advisor strategy is just right for you! It is the only robo advisor strategy that invests on the basis of ETFs according to Gerd Kommer's proven world portfolio concept.

You go through a slim online questionnaire, on the basis of which you are suggested a global portfolio tailored to your needs. Opening a portfolio, collecting and investing the investment amount, savings plans, payout plans, rebalancing - the Robo Advsior strategy does all of this automatically for you.

The fees amount to a maximum of 0.70% per year; from 100,000 euros the fees are reduced to 0.65% per year until further notice; from 250,000 euros to 0.60% per year. In addition, there are product costs of around 0.20% per year. That's it. No hidden fees. No captive contracts. No bullshit.

Mobile phone with Gerd Kommer's Robo Advisor strategy
Logo of Gerd Kommer Invest

Asset management

Do you have at least one million euros available for your investment and would you like holistic advice with a personal contact? Then Gerd Kommer Invest’s asset management is just right for you! Gerd Kommer Invest (“GKI”) is the only asset manager based on index funds and ETFs based on Dr. Gerd Kommer invests.

At GKI, you and your personal financial advisor go through a structured advisory process in which we analyze your financial situation as precisely as you wish. At the end of the process there is the implementation of a portfolio tailored to your personal situation and goals.

The costs of GKI amount to a maximum of 0.900% (including VAT) of the investment amount per year and decrease with the amount of invested volume to up to 0.323% per year; The product costs average less than 0.30% per year, depending on the structure of your personal portfolio.

  • As an investor and entrepreneur, I appreciate the holistic advice from Gerd Kommer Invest, which gives me the freedom I need to concentrate on my work.

    Sebastian Schuon (40)
    Entrepreneur, Munich
  • Since I have a solid basic knowledge of investing, but am anything but an expert in it, I feel more comfortable when my portfolio is looked after by the professionals at Gerd Kommer Invest.

    Alfred Gesierich (58)
    Tax advisor, Gilching
  • GKI informed me about the risks of various forms of investment and told me in a nice way why certain risks should be avoided in my position. So I received very individual advice.

    Doris Wagner (60)
    Leadership coach, Hamburg
  • What impressed me most was GKI’s scientific approach. No arguments from authority and no future forecasts, but numbers, data, facts.

    Vladislav Yachtchenko (40)
    Rhetoric trainer, Munich
  • The high level of transparency in Gerd Kommer Invest's advice gives me the trust and security I need to focus more on other important things in life.

    Dr. Wolfgang Leinenbach (57)
    Dentist, St. Ingbert
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Family Foundation

Would you like to secure your family assets for generations or support a charitable cause after your death? And all this with minimal tax and work burden? Then Gerd Kommer Stiftungen (“GKS”) offers the ideal solution for you!

Family foundations are specifically designed to protect your assets in Germany or Liechtenstein in the long term and to pass them on to the next generations. Nonprofit foundations focus on promoting issues close to their hearts. For both variants, together with our partners, we offer tailor-made solutions for asset protection, asset succession, work relief, tax optimization and increased geomobility.

The minimum investment volume is 500,000 euros for German and 1.5 million euros for Liechtenstein foundations.

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