Insights based on experience

Successful investing requires understanding more than what's happening in today's markets. It requires evaluating economic trends, market dynamics, investment opportunities and potential risks through a disciplined analytical framework.
 


The U.S. Bank Asset Management Group helps inform investment strategy across Wealth Management by conducting capital market research, economic analysis, investment due diligence and portfolio construction oversight. These insights support the guidance and recommendations your wealth professional brings to you.

Research-backed investment strategy

Economic and market research

We monitor economic conditions, policy developments and global capital markets to identify risks and opportunities that may affect investors.  

Asset allocation strategy

Research insights help inform strategic asset allocation decisions that balance risk and opportunity across market cycles.

Investment due diligence

We evaluate investment managers, investment strategies and asset classes through a disciplined due diligence process.

Portfolio guidance

These insights help inform portfolio construction and investment recommendations designed around your goals and risk preferences.

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Turning research into personalized guidance

Research only creates value when it informs better decisions.
 


Your wealth professional leverages insights from the Asset Management Group to help translate market complexity into actionable portfolio recommendations. By combining research-driven analysis with a deep understanding of your goals, we help create investment strategies designed to adapt to changing market conditions while remaining focused on long-term objectives.

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Market analysis

Asset Management Group insights can help you navigate changing markets and invest with confidence. Explore Market News for timely webinars, client calls, videos and commentary.
 

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The Asset Management Group leadership team

The Asset Management Group’s seasoned leaders help shape our investment approach and methodology. They also regularly share U.S. Bank perspectives with CNBC, Bloomberg, Fox Business and Yahoo! Finance.

Kaush Amin Due Diligence Strategy Director U.S. Bank

Daniel Farley, CFA

Chief Investment Officer

Dan directs overall investment strategy, asset allocation research, investment and security selection, economic work and policy analysis.

Kaush Amin Due Diligence Strategy Director U.S. Bank

Kaush Amin, CFA

Due Diligence Strategy Director

Kaush and his team are responsible for the private capital investments program, providing key strategic leadership in our alternatives practice.

Natalie J. Burke Co-Head of Public Markets Due Diligence

Natalie J. Burke

Co-Head of Public Markets Due Diligence

Natalie co-leads a team responsible for conducting investment due diligence and manager selection for active, passive and hedge fund strategies within public equities, fixed income and real estate assets.

Chad Burlingame Co-Head of Public Markets Due Diligence

Chad Burlingame, CFA, CAIA

Co-Head of Public Markets Due Diligence

Chad co-leads a team responsible for conducting investment due diligence and manager selection for active, passive and hedge fund strategies within public equities, fixed income and real estate assets.

Thomas M. Hainlin National Investment Strategist

Thomas M. Hainlin, CFA

National Investment Strategist

Tom co-leads investment strategy, portfolio construction and investor content development across asset classes and capital market events.

Robert L. Haworth Senior Investment Strategy Director

Robert L. Haworth, CFA

Senior Investment Strategy Director

Rob co-leads investment strategy, portfolio construction and investor content development across asset classes and capital market events.

William Merz Head of Capital Market Research U.S. Bank

William J. Merz, CFA

Head of Capital Markets Research

Bill and his team are responsible for quantitative modeling and analysis focusing on the global capital markets investment set.

William Northey Investment Director U.S. Bank

William T. Northey, CFA

Investment Director

Bill oversees client-facing teams leading asset and portfolio management for our wealth management business, which consists both of high net worth and institutional clients.

Terry Sandven Chief Equity Strategist U.S. Bank

Terry D. Sandven

Chief Equity Strategist

Terry and his team manage core equity and dividend growth portfolios for individuals, families and institutions.

Explore our news and insights

Market news

Read our up-to-date reports on economic events and news from the markets.

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Investing insights 

Discover trends and ideas that may impact your investing strategy moving forward.

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How to determine your risk profile

Your investment time horizon and emotional response to market volatility are key factors in helping you assess your risk tolerance.

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Disclosures
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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

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For U.S. Bank:

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Advisors.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

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Diversification and asset allocation do not guarantee returns or protect against losses.

Equity securities are subject to stock market fluctuations that occur in response to economic and business developments.

Mutual fund investing involves risk and principal loss is possible. Investing in certain funds involves special risks, such as those related to investments in small- and mid-capitalization stocks, foreign, debt and high-yield securities and funds that focus their investments in a particular industry. Please refer to the fund prospectus for additional details pertaining to these risks.

Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile and tax situation.