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.

  • We also 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. 
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Disclosures
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  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 3/31/2001 through 3/30/2021. 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.

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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.

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

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Investment and insurance products and services including annuities, are available through U.S. 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. Bank is not responsible for and does not guarantee products, services or performance of U.S. Bancorp Investments.

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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.

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Investing involves risk, including possible loss of principal.

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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.

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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 at (866) 758-8655. The illustrative portfolios cannot account for the impact that economic, market, and other factors may have on an actual investment portfolio.