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Compare Service Models

Compare Service Models

Offering distinctive service for your individualized needs.

Wealth Management is organized to deliver services in three distinct ways. Each one is designed to accommodate the individual 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.

Service Model

Client Profile

Advisory Relationship

Services

The Private Client Group

Individuals and families seeking comprehensive wealth management and private banking services.

 

Typically, $100,000 or more in investable assets.

A dedicated team of professionals in branch offices and specialist service centers deliver services tailored to each client.

 

Services include private banking, personal trust, investment management and financial planning from U.S. Bank and investment management, financial planning and insurance services from U.S. Bancorp Investments.

Focused on delivering integrated services to support a wide range of life goals and planning needs.

The Private Client Reserve

Individuals and families with significant assets and complex wealth management needs seeking sophisticated and comprehensive wealth management services.

 

Typically, $1 million or more in investable assets.

A dedicated team of specialists led by a Wealth Management Advisor provides integrated and personalized solutions to meet complex wealth management needs.

Services include investment management, personal trust, private banking, financial planning and insurance services*.

Focused on supporting the unique needs of business owners, corporate executives, individuals, families and non profit organizations.

Ascent Private Capital Management

Individuals and families with significant assets, highly complex needs and a multigenerational perspective who have a desire to make a lasting impact with their wealth.

 

Typically, $25 million or more in investable assets.

A dedicated team focused on a small, select group of clients provides consulting and advisory services to identify and implement highly customized multigenerational wealth management and wealth impact strategies.

Services include investment management, personal trust, private banking, financial planning and insurances services* highly customized and fully integrated with wealth impact planning.

Focused on individuals and families with highly complex wealth issues with an emphasis on the continuity of family legacy through education, stewardship, governance and risk management.

*Insurance Services offered through U.S. Bancorp Investments, Inc.

Investment products 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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