What is a robo-advisor?

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.

Learn about Automated Investor

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 you might benefit

1:40 seconds

How does a robo-advisor work?

Wondering how a robo-advisor such as U.S. Bancorp Investments’ Automated Investor builds and manages your investments?

  • It starts with our team of investment professionals.
  • Your portfolio will be constructed using low-fee Exchange Traded Funds (ETFs).1
  • We leverage technology to seamlessly monitor and adjust your investments.

How your money is invested

2:09 seconds

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.

Automated portfolio management

1:51 seconds

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.

The human element

1:06 seconds

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.

Learn about Automated Investor


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.

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Automated Investor fees

Details about Automated Investor fees and minimums.

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Frequently asked questions

Review our FAQ for information on the product, how to get started and other account details.

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