Choosing the right investments for your portfolio

Today's investment marketplace offers more choices than ever before. Finding the right investments requires more than reviewing past performance. It requires understanding risk, evaluating opportunities and selecting investments that support a well-defined portfolio strategy.
 


Our investment professionals use a disciplined due diligence process to identify investment options. By combining quantitative analysis, market research and ongoing oversight, we help bring clarity to investment selection so you can invest with confidence.
 


Only a small percentage of investment options meet our due diligence standards and are considered for your portfolio.

Research-driven investment selection

Every investment selected for a portfolio serves a purpose. Whether the objective is pursuing growth, generating income, managing risk or increasing diversification, our research process helps ensure investments support the broader portfolio strategy.



Our investment review process is designed to:

Evaluate opportunities across the investment marketplace.

We assess investment managers and strategies across mutual funds, ETFs, hedge funds, private capital pools and other investment vehicles to identify opportunities to support portfolio objectives.

Identify potential sources of value.

We look for strategies that seek to capitalize on market inefficiencies, provide differentiated exposure or efficiently track asset classes within a diversified portfolio.

Assess risk and manager quality.

We evaluate investment philosophy, ethics, risk management practices and organizational stability to understand how investment managers operate.

Consider changing market conditions.

We review historical performance, current economic trends and future market opportunities to help determine how investments may fit within a long-term investment strategy.

Ongoing oversight and monitoring

Investment selection is not a one-time decision.



Markets evolve, investment managers change and new opportunities emerge. That's why we continuously monitor investment options after they’re selected to help ensure they remain appropriate for your portfolio and aligned with their intended role.



Our ongoing oversight helps ensure portfolio decisions continue to reflect changing market conditions and your evolving goals.

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Building a portfolio around your goals

Once we identify the right investment opportunities, they are combined within a personalized portfolio designed around your:


  • Financial goals
  • Risk tolerance
  • Time horizon
  • Income needs
  • Personal values and preferences


Because both your life and the markets can change over time, we regularly review recommendations and make adjustments when needed.

Learn how we build portfolios

Personalized guidance for every investment decision

Thoughtful investment selection begins with a disciplined approach.



Work with a wealth professional to develop a personalized investment strategy built around your goals and supported by ongoing due diligence and market insights.

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Investing in exchange funds: Benefits and risks for diversifying concentrated positions

For qualifying investors with concentrated stock positions, exchange funds may provide an appealing combination of diversification, long-term returns and tax benefits.

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Hedge funds are alternative investments for diversifying and potentially enhancing investor portfolios. Review the risks, benefits and investment strategies specific to hedge funds.

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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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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.

Exchange-Traded Funds (ETFs) are subject to risks similar to those of stocks, such as market risk. Investing in ETFs may bear indirect fees and expenses charged by ETFs in addition to its direct fees and expenses, as well as indirectly bearing the principal risks of those ETFs. ETFs may trade at a discount to their net asset value and are subject to the market fluctuations of their underlying investments.

Hedge funds are speculative and involve a high degree of risk. An investment in a hedge fund involves a substantially more complicated set of risk factors than traditional investments in stocks or bonds, including the risks of using derivatives, leverage and short sales, which can magnify potential losses or gains. Restrictions exist on the ability to redeem or transfer interests in a fund.  A hedge fund’s offering memorandum and related materials contain important information about investing in the fund, including the investment strategies, fees, expenses, and levels of risk involved in the fund’s investment strategies.  Potential investors are encouraged to review a fund’s offering memorandum and related materials with tax and legal advisors before investing in a hedge fund.

Private capital investment funds are speculative and involve a higher degree of risk. These investments usually involve a substantially more complicated set of investment strategies than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, which can magnify potential losses or gains. Always refer to a Fund’s most current offering documents for a more thorough discussion of risks and other specific characteristics associated with investing private capital funds.