A robo-advisor, such as Automated Investor from U.S. Bancorp Investments, automates the complex and time-consuming process of buying, selling and monitoring investments. Just provide information about your financial goals and investment preferences, and the robo-advisor does the rest for you – no investing expertise needed. Find out more by watching these 4 short videos that further explain how robo-advisors work.
Are you ready to learn more about Automated Investor from U.S. Bancorp Investments? Visit our product information page.
Should I use a robo-advisor?
You should consider a robo-advisor if:
- You are new to investing.
- You're busy and don't have the time to manage your investments.
- Professional investment management for a low-fee is what you are looking for.
How does a robo-advisor work?
Wondering how a robo-advisor such as U.S. Bancorp Investments’ Automated Investor builds and manages your personalized investments?
- It starts with our team of investment professionals.
- Your personalized portfolio will be constructed using low-fee ETFs (Exchange-traded funds).
- We leverage technology to seamlessly monitor and adjust your investments.
How does portfolio rebalancing work?
- Smart technology monitors and rebalances your investment portfolio so you don't have to.
- We’ll make sure you maintain the right mix of investments based on your financial goal.
- We use tax-efficient investing strategies, such as tax-loss harvesting, that could help you save on taxes.
What if I need investing help?
It's not all "robo". We have experienced professionals behind Automated Investor ready to help:
- You can consult with a financial professional by phone about your situation.
- Call us if you have questions about Automated Investor or need help with your application.
Get an overview of Automated Investor
Take the path to easy investing with our robo-advisor, and see how it could be right for you.
Still have questions?
Help is just a phone call away at 866-758-8655 or schedule a call.
Automated Investor IRAs
Consider an Automated Investor Traditional or Roth IRA. We make it easier to invest toward your retirement.
Frequently asked questions
Review our FAQ for information on the product, how to get started and other account details.
