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.
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.
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.
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.
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
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.
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.