Introduction

The automated investment approach

Details of Automated Investor

Getting started

Managing your Automated Investor account

How we manage your money

What are other ways to invest?

Automated Investor is not the only tool that U.S. Bancorp Investments utilizes when providing you with investment opportunities.

  • If you are an experienced investor, you may choose the self-directed approach to investing, choosing specifically where your money goes and how it is split.

  • A financial advisor from our Wealth Management Advisory Center can assist with wealth management strategies, including trusts and estate planning, business advising, charitable giving and more.

  • Wherever you are in your investing journey, we are here to help you maximize the benefit of your investments and move forward toward your goals.
Start of disclosure content
Disclosures
Start of disclosure content
  1. 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.

  2. Cumulative rolling returns at month-end for periods ending 3/31/2003 through 3/30/2023. Indices used to illustrate the markets are: S&P 500 for stocks, Barclays Aggregate Index for Bonds, DJ Equity AI REIT TR USD Index for real estate. Historical market performance does not include any advisory fees or fund fees. Past performance is no guarantee of future results. Automated Investor portfolios are not intended to mimic any particular index, and investors cannot invest directly in any index.

  3. U.S. Bancorp Investments can assist clients with IRA Rollovers. However, keep in mind that a rollover of qualified plan assets into an IRA is not your only option. Before deciding whether to keep assets in your current employer’s plan, to roll assets to a new employer’s plan, to take a cash distribution, or to roll assets into an IRA, clients should be sure to consider potential benefits and limitations of all options. These include total fees and expenses, range of investment options available, penalty-free withdrawals, availability of services, protection from creditors, RMD planning and taxation of employer stock. Discuss rollover options with your tax advisor for tax considerations.

Start of disclosure content

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. Investments is a marketing logo for U.S. Bancorp Investments Inc.

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.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

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.

IMPORTANT: The projections or other information generated by Automated Investor regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

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 is available for 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 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Past performance and market conditions do not guarantee future results. There is no assurance that a particular investment mix or hypothetical performance shown will lead to actual investment results or performance. Diversification and asset allocation strategies do not guarantee low volatility, profit or protection against loss. There is no guarantee that you will achieve your goal within your time horizon, or over a longer time period by using Automated Investor. You are responsible for providing accurate and up to date information about your goal, time horizon, and risk tolerance.

If you have any questions or concerns, contact us to consult with an investment professional 866-758-8655. The illustrative portfolios cannot account for the impact that economic, market, and other factors may have on an actual investment portfolio.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.

U.S. Bancorp Investments Order Processing Information.