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The Private Client Group : Investments

The Private Client Group : Investments

Financial guidance is just the beginning of what The Private Client Group has to offer. You may also benefit from a broad array of strategic investment products and services. It’s all part of our commitment to providing you with a streamlined, coordinated approach to helping you build, manage and protect your assets.

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

Personalized Investment Management

Whether you need assistance with investment cash flow, asset allocation, retirement planning, education funding or other goals, The Private Client Group can help.

Our investment management approach is based on an advisory process that involves understanding your goals, risk tolerance and time horizon, then evaluating and recommending appropriate strategies. Once you and your investment professional determine a strategy suited to your personal investment objectives, he or she can help you implement the plan and regularly review progress with you. The goal throughout is to help produce consistent, long-term investment results by balancing your risk and return objectives.

Investment options include:

  • Individual stocks
  • Managed portfolios
  • Mutual funds from other fund companies
  • Bonds and other fixed-income investments

We also have the experience to help address complex business-related financial planning, including stock options analysis, risk management and business succession planning.

Investment products are:

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

Mutual fund investing involves risk; principal loss is possible. Investing in certain funds involves special risks, such as those related to investments in small- and mid-capitalization stocks, foreign, debt, and high-yield securities, and funds that focus their investments in a particular industry. Please refer to the fund prospectus for additional details pertaining to these risks.

Equity securities are subject to stock market fluctuations that occur in response to economic and business developments. Investing in fixed income securities (debt securities) are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investment in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer term debt securities. Investments in lower rated and non rated securities present a greater risk of loss to principal and interest than higher rated securities.

For U.S. Bank:

U.S. Bank may enter into agreements with non-proprietary mutual funds or their service providers whereby U.S. Bank provides shareholder services and/or sub-transfer agency, custodial and other administrative support services and receives compensation for these services. Compensation received by U.S. Bank directly or indirectly from mutual funds does not increase fund fees and expenses beyond what is disclosed in the fund prospectuses. For more information, review the fund prospectus.

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

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

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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.

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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