Guidance that’s built around your goals

Get hyper-focused on your goals with personalized investment advisory services from a team of financial advisors that prioritize your goals and always act in your best interest. Feel confident knowing we're doing the heaving lifting, while you have access to support and guidance where and when you need it—by phone, email or video.

Personalized financial guidance

Collaborate with a licensed financial advisor to customize an approach for your unique priorities.


  • Invest as little as $25,000 and get personalized guidance from a financial advisor.
  • Get ongoing advice and make adjustments as your situation and needs change.
  • Meet virtually for an annual portfolio and progress review.

Investments that work hard for you

Get matched to a professionally built portfolio that’s aligned with your investing objectives and preferences.


  • Assets are allocated to fit your tolerance for risk and goal timeline.
  • Access to a variety of portfolios focused on objectives like growth or tax efficiency.
  • Have peace of mind knowing your portfolio is being monitored and rebalanced by investment professionals.

Easy money management

Conveniently manage your investment accounts and U.S. Bank accounts in one secure place.


  • Open accounts easily.
  • Seamlessly transfer money between accounts.
  • Earn more banking rewards as your balance increases.

On-demand access to support

Mobile access to your accounts and performance data, as well as ongoing support from our team of financial advisors.


  • Easily monitor your portfolio's performance online and in the U.S. Bank Mobile App.
  • Enjoy the flexibility to connect with a financial advisor on your terms--by phone, email or video.

How we'll work together

Receiving personalized investment advisory services has never been easier.

Step 1

We'll get to know you and discuss your financial priorities and goals.

Step 2

Then, we'll collaborate on your investing approach and select an expertly-built portfolio to match your preferences.

Step 3

We'll help you make the most of your money with tax-efficient strategies and strategic rebalancing.

Step 4

Connect with advisors on your terms for ongoing advice when you need it.

Schedule an appointment

Low minimums and fees

  • $25,000 minimum investment
  • Pricing varies based on assets under management, asset allocation and account type.
  • No trading or commission fees.

Explore more ways to invest

Invest on your own

Self-directed investing

Trade stocks, bonds, mutual funds, exchange-traded funds (ETFs) and more directly online with a self-directed investing account from U.S. Bancorp Advisors. You'll have complete freedom to build and manage your investments using our comprehensive suite of resources and tools.

Open an account today Learn about self-directed investing

Get one-on-one guidance

Partner with a wealth professional

Work with a dedicated wealth professional to help guide your investments as part of a comprehensive wealth management strategy. You'll get one-on-one guidance to help you move toward the future you envision. 

Find an advisor near you Learn about our one-on-one guidance

Get started today

Connect with a trusted advisor whose ready to help you work toward the future you envision. Call us at 844-235-8368 or schedule an appointment online.

Schedule an appointment
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Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Investments is a marketing logo for U.S. Bancorp Advisors.

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Please refer to our disclosures and agreements.

Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.

U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

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 https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.