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Wealth Management Our services
Shape your future with wealth services for each stage of your life.
Comprehensive suite of wealth management services
You get end-to-end wealth management services with U.S. Bank and U.S. Bancorp Investments. Discover how we can help you work toward your wealth goals.
Investment management
How will you weather market unpredictability while keeping an eye on long-term growth? The U.S. Bank Asset Management Group creates investment strategies for a wide array of investors. Using thoroughly vetted, non-proprietary investment products, we’ll help create a diversified portfolio that reflects your unique goals and risk tolerance.
Wealth planning
Bring clarity to your financial life and gain the confidence to achieve what you want. Learn how U.S. Bancorp Investments and U.S. Bank can help. Our financial professionals will collaborate with you to design a plan that helps you create, grow and protect your wealth.
Trusts and estates
Support the people and causes you care about for generations to come with our U.S. Bank trust and estate services. We’ll partner with you and your legal and tax advisors to create a forward-thinking estate strategy that reflects your values and can have a lasting impact on your family and community.
More wealth management services
Your financial needs are unique and likely to change over time. We have you covered with a full range of flexible wealth management services and products.
Banking
Manage your money with customized banking services from U.S. Bank. We offer a full range of banking products, financing options and exclusive benefits.
Insurance
Protect what matters with life, disability and long-term care insurance through U.S. Bancorp Investments’ personalized insurance strategies.
Business owner advisory services
As you grow or consider transitioning your business, Business Owner Advisory Services from U.S. Bank and U.S. Bancorp Investments can be your strategic partner to help drive action.
Charitable giving
Maximize the impact of your charitable giving to support the causes that are most important with giving strategies from U.S. Bank Wealth Management.
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.
Comprehensive wealth management
Starting at $100,000 in investments or $250,000 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
Transition away from LIBOR
The financial services industry is currently transitioning from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) as its preferred alternative rate. This change is limited to products that currently utilize LIBOR as an index benchmark.
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.
U.S. Bancorp Investments choices may include mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. Read more about financial contributions from product partners for mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. U.S. Bancorp Investments has established procedures for certain activities. Read more about our Callable Securities Allocation Procedures.
Under the U.S. Bancorp Investments Sweep Program, uninvested cash balances are swept into a cash account offered by U.S. Bancorp Investments until these balances are invested or otherwise needed. For brokerage (i.e., non-advisory) accounts, U.S. Bancorp Investments automatically deposits, or “sweeps,” these available cash balances into one or more interest-bearing deposit accounts at U.S. Bank National Association, an FDIC insured bank affiliated with U.S. Bancorp Investments. See the Sweep Program interest rates.
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Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.
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