Automated Investor

Returns shown are examples of projected ETF portfolio values based on a Monte Carlo simulation, a statistical model that forecasts potential future outcomes. Future value projections use an average of a 50th percentile result for 6,000 scenarios for investment asset classes that align with the risk and return characteristics of the model portfolio.

Certain goals use a target portfolio that reduce risk levels as you approach your time horizon. Projections shown do not reflect this adjustment and are only an illustration of possible outcomes, with no guarantee of investment return. Actual investment outcomes may vary.

The riskier the portfolio, the larger the variation in its returns. More risk is associated with higher expected returns along with larger potential losses. Setting the amount of risk for your portfolio is based on your goal and tolerance for risk.
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Annual advisory fee is 0.24% of invested assets, billed quarterly with a minimum investment of $5,000.
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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. Bancorp Investments is a marketing logo for U.S. Bancorp Investments.

U.S. Bancorp Investments 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.

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 800-289-9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing information.

U.S. Bancorp Investments, 60 Livingston Ave, Saint Paul, MN 55107

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