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Compare Service Models

Compare Service Models

Offering distinctive service for your individualized needs.

The Wealth Management Group is organized to deliver services in three distinct ways. Each one is designed to accommodate the unique needs of our clients.

Through The Private Client Group, The Private Client Reserve, and Ascent Private Capital Management we offer comprehensive wealth management services for individuals, families and foundations. We consider the complexity of your financial situation and the level of services and guidance you require, as well as the scope of your business with us, to help determine where you may be best served.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments, Inc.

Three distinct wealth management options

The Private Client Group

The Private Client Group focuses on affluent individuals and families who are seeking to build their portfolios over time. The Private Client Group seeks to meet the needs of these clients through tailored services, such as private banking, personal trust administration, investment management and financial planning from U.S. Bank; and investment management, insurance and financial planning from U.S. Bancorp Investments.

The Private Client Reserve

The Private Client Reserve seeks to meet the needs of high net worth individuals and families, business owners, corporate executives, professionals and others who have complex financial interests and needs. Key services include investment management, private banking, trust and estate services and wealth planning from U.S. Bank; and investment management and insurance services from U.S. Bancorp Investments. The Reserve is committed to consistent high quality advice and individualized attention.

Ascent Private Capital Management

Ascent Private Capital Management serves individuals and families with significant wealth and who often have businesses that are interconnected to their family wealth. Clients can expect highly personalized, specialized service that focuses on continuity of family legacy over multiple generations and wealth planning as a pathway for positive social and environmental impact. Ascent’s high touch service model seeks to ensure extraordinary engagement.

Investment and Insurance products and services are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

U.S. Bank, U.S. Bancorp Investments, Inc., and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

Equal Housing Lender    Equal Housing Lender

Deposit products offered by U.S. Bank National Association. Member FDIC.

Credit products offered by U.S. Bank and are subject to normal credit approval.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of affiliates.

For U.S. Bancorp Investments, Inc.

Investment products and services are available through 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 including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

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 www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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