Investment Management

How we approach investing

Our focus on your investment portfolio’s long-term performance and your unique goals is fundamental to the selection of appropriate investment strategies and responsible management of your wealth.

  • We diversify your investments and make adjustments as market conditions change to keep you on track toward your financial goals
  • We aim to minimize your risk of losses through thoughtful investment analysis and portfolio management, including rebalancing, which can enhance your risk-adjusted returns over time

Working with a financial advisor

Working with a financial advisor gives you access to sophisticated investment management strategies across a broad spectrum of asset classes. Your personalized portfolio will be optimized to help you work toward and support your future.

Your financial advisor’s investment analysis and recommendations are backed by a team of investment strategists. We follow a disciplined process that includes rigorous due diligence on securities and strategies we recommend.

Work with a financial advisor

Automated Investor

Automated Investor by U.S. Bancorp Investments combines the benefits of advisor expertise with sophisticated portfolio management technology. Your portfolio is automatically rebalanced and optimized for tax-efficient investing to keep you on track to meet your goals.

Learn more about Automated Investor

Self-directed investing

Do you prefer to invest on your own? With a self-directed brokerage account from U.S. Bancorp Investments, you have the freedom to build and manage your portfolio using our comprehensive suite of resources and tools.

Open a self-directed brokerage account

Specialty Asset Management

With U.S. Bank Wealth Management, you have a dedicated team to help manage specialty assets including farm, ranch, and timber properties, natural resources, commercial and multifamily residential real estate, and non-publicly traded companies. You’ll have access to:

  • Ongoing monitoring to track and maintain current valuation information about your asset
  • Up-to-date information on industry changes that may impact your asset
  • Integration of your specialty asset with your total portfolio

Contact us about specialty asset management

U.S. Bancorp Investments choices may include mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. Read more about financial contributions from product partners for mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. U.S. Bancorp Investments has established procedures for certain activities. Read more about our Callable Securities Allocation Procedures.