Investment Management

Our approach

Our focus on your unique financial goals and long-term investing success is fundamental to the selection of appropriate investment strategies and responsible management of your wealth.

Our Asset Management Group (AMG) is a dedicated team of investment strategists with a global view that encompasses macroeconomics, market trends and central bank and government policies. The team works to distill the investment world’s complexities into implementable, actionable views and strategies.

The AMG accomplishes this by following a data- and process-driven three step methodology which includes asset research, investment selection and portfolio construction.

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Our expertise

Our Asset Management Group is led by our chief investment officer and driven by a team of investment strategists with expertise in macroeconomics and investment vehicles across equity, fixed income and real assets. The AMG relies on data, disciplined processes, historical insights and awareness of evolving market dynamics to develop investment strategies for you.

Meet the Asset Management Group

Our methodology

Our investment management methodology supports our investment offerings, including those provided by our wealth management teams. We also work with our affiliate U.S. Bancorp Investments to provide insights that inform some of their investment advisory offerings, including Automated Investor.

Our Asset Management Group, made up of over 180 seasoned professionals, practices a rigorous, proven methodology to conduct asset allocation research, carry out due diligence on investments and construct customized portfolios.

Graphic with an illustration of a circle divided into three parts, made up of Equities, Bonds and Real assets

Diagram showing cycle between Asset allocation research Investment selection and Building portfolios

Developing your investment strategy

We research market conditions and their impact on your portfolio to help determine the appropriate asset allocation strategies for you. We construct your portfolio – with an appropriate mix of equities, bonds and real assets – based on your goals and risk tolerance.

See diversification and asset allocation

A circle divided into three parts, made up of Equities, Bonds and Real assets

Choosing your investments

Our investment specialists evaluate investment management firms based on their performance records as well as their risk management process practices. Only 1% of all funds make it through our rigorous approval process and are used to create a portfolio based on your investment goals.

Learn how we select your investments

Following are the steps we follow to evaluate which funds get selected: Strategic purpose, Initial assessment, Quality evaluation, Quality verification, ONLY 1% of all funds make it through our approval process

Constructing your portfolio

Based on your financial goals and timeline, we will create an investment portfolio that is focused on delivering performance across varying market environments and through changing times.

See investment portfolios

Diagram showing three sample portfolios along a continuum from lower exected risk and lower expected growth to higher expected risk and higher expected growth: Conservative, Balanced and Aggressive

Asset Allocation

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Developing your investment strategy

We research market conditions and their impact on your portfolio to help determine the appropriate asset allocation strategies for you. We construct your portfolio – with an appropriate mix of equities, bonds and real assets – based on your goals and risk tolerance.

See diversification and asset allocation

A circle divided into three parts, made up of Equities, Bonds and Real assets
Investment Selection

shows details

Choosing your investments

Our investment specialists evaluate investment management firms based on their performance records as well as their risk management process practices. Only 1% of all funds make it through our rigorous approval process and are used to create a portfolio based on your investment goals.

Learn how we select your investments

Following are the steps we follow to evaluate which funds get selected: Strategic purpose, Initial assessment, Quality evaluation, Quality verification, ONLY 1% of all funds make it through our approval process
Building Portfolios

shows details

Constructing your portfolio

Based on your financial goals and timeline, we will create an investment portfolio that is focused on delivering performance across varying market environments and through changing times.

See investment portfolios

Diagram showing three sample portfolios along a continuum from lower exected risk and lower expected growth to higher expected risk and higher expected growth: Conservative, Balanced and Aggressive

Monitoring your portfolio’s performance

We aim to achieve and exceed target returns— while managing your overall exposure to risk. With thoughtful analysis, we regularly rebalance your investment mix, which may enhance your returns over time.

See portfolio rebalancing and monitoring

Impact investing

Find value in your values. When building your portfolio, we take your social and environmental goals into consideration, along with your financial objectives. Beyond financial returns, impact investing offers socially and ethically responsible options that may also help mitigate risk and address environmental, social and governance (ESG) challenges.

Learn more about impact investing

Venn diagram showing the overlap between two circles Impact Investing falls in the overlap between Financial Return and Social & Environmental Benefit

Specialty asset management

Get expert guidance from the Specialty Asset Management Group on assets such as real estate, farms, ranches, natural resources and closely held assets.

Manage your real assets

Invest your way

Personal guidance

Our starting point for your personalized guidance is making sense of your finances. Whatever your financial situation, we will tailor a strategy to help you work toward your financial goals.

Work with a financial advisor

Online investing

Whether you want managed-for-you investments with Automated Investor, or you prefer to build and manage your own portfolio using our comprehensive suite of tools through Self-directed brokerage, our affiliate U.S. Bancorp Investments has an online investing option to meet your needs.

Compare online investing choices