Get the flexibility to invest your way
Whether you want personal financial planning guidance or prefer investing online, we have a variety of options to meet your needs.
Making sense of your finances is our starting point for your personalized guidance. Whatever your financial situation, we will tailor a strategy to help you work toward your financial goals.
Whether you want an automated investment solution, or you prefer to build and manage your portfolio using our comprehensive suite of tools, we've got an online investing option for you from U.S. Bancorp Investments.
Our WEALTH Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Online investing for all
No minimum investment required
Comprehensive wealth management
Starting at $100k investments or $250k total balances
Private wealth services
Starting at $3 million net worth up to $75 million
Family office services
Starting at $75 million net worth and above
Automated vs. human advisor: Which investment style is right for you?
You have options when it comes to managing investments.
Types of investors: Which are you?
People invest for different reasons and work in different ways to reach their goals.
Women and investing: How psychology plays a role
Although investing is a powerful way for women to increase their wealth and accomplish their financial goals, some hesitate to dive in.
About brokerage and investment advisory services
To learn more about the differences between brokerage and investment advisory services and fees from U.S. Bancorp Investments, please read the Client Relationship Summary and Regulation Best Interest Disclosure.