Wealth management Investment management
Invest in your future with a personalized, goals-based portfolio.
Award-winning, full-service investing
Ranked #1 in Investor Satisfaction with Full-Service Wealth Management Firms, according to the J.D. Power 2024 U.S. Full-Service Investor Satisfaction Study.1
Also ranked #1 in Trust.
Investment strategies aligned with your goals
Our approach to investing starts with what matters most to you. With your goals in mind, we’ll build an investment portfolio to help you achieve your vision of success. Our strategies are designed to weather unpredictable conditions in all types of market cycles. You can expect:
Access to sophisticated strategies across diverse asset classes.
Strategy options available via our relationships with premier money managers.
Detailed investment information, such as timely market commentaries and online account tools.
Personalized portfolio approach
Your wealth management professional will partner with you and the experts from U.S. Bank’s Asset Management Group to develop a personalized investment strategy based on your needs, preferences, tax sensitivity, risk tolerance and time horizon.
Establish your foundation.
We’ll use our understanding of historical risk and return for each asset class to create a plan that pursues returns at your preferred level of risk.
Explore your options.
We’ll identify options we believe may offer you the greatest potential for returns, drawing from the full range of investment categories available in today’s marketplace.
Craft a personalized portfolio.
Your plan will reflect your goals, preferences and values, and be reviewed on an ongoing basis to respond to market conditions or potentially capitalize on opportunities.
Tailored investment management services
Your vision of success may include effective stewardship of nonfinancial assets or working toward social and environmental goals. We offer specialized services to support your priorities.
Impact investing
Your values can be meaningfully incorporated into your investment strategy. Beyond financial returns, impact investing offers socially and ethically responsible options that may help mitigate risk and address environmental, social and governance (ESG) challenges.
Specialty asset management
Nonfinancial assets – such as real estate, farms, ranches, natural resources and closely held assets – can play a key role in diversifying your portfolio. Get expert guidance from our Specialty Asset Management Group.
Our expertise
The U.S. Bank Asset Management Group, made up of more than 180 seasoned professionals, researches and vets investment opportunities across the world. The team distills investment complexities into implementable, actionable strategies that guide the options we suggest.
Wealth Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Online investing for all
No minimum investment required
Comprehensive wealth management
Starting at $100,000 in investments or $250,000 total balances
Private wealth services
Starting at $3 million net worth up to $75 million
Family office services
Starting at $75 million net worth and above
Insights from our experts
Market news
Read our up-to-date reports on economic events and news from the markets.
Investing insights
Discover trends and ideas that may impact your investing strategy moving forward.
How to handle market volatility
Understanding the why behind market volatility can help you manage your risk. Here are five market strategies on how to handle market volatility.
