Our Wealth Management services

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.

  • 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.

Investing

 

  • Automated Investor

    Get personalized guidance from our smart robo-advisor, Automated Investor, an investment advisory product from U.S. Bancorp Investments. We’ll automatically invest, monitor and rebalance your account for you. Plus, you can talk to an investment professional whenever you have questions.

  • Brokerage accounts

    A self-directed brokerage account from U.S. Bancorp Investments gives you the control to manage your portfolio the way you want.

  • IRAs

    It's easy for you to open and fund an Individual Retirement Account (IRA) through U.S. Bank or U.S. Bancorp Investments. Whether you prefer investing on your own or want personal investment guidance, we have an option to fit your needs.

  • Investment management

    How will you weather market unpredictability while keeping an eye on long term growth? The U.S. Bank Asset Management Group relies on data, disciplined processes, historical insights and current market dynamics to create investment strategies for all types of investors.

Additional services

 

  • Banking

    Manage your money conveniently with customized banking products and services from U.S. Bank.

  • Trust and estates

    Support the people and causes you care about for generations to come with our U.S. Bank Trust and Estate services.

Specialty services

 

  • Business planning

    As you grow your business, Business Owner Advisory Services from U.S. Bank Wealth Management can be your strategic partner to help it thrive.

  • 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.

  • Insurance

    Protect what matters with life, disability, and long-term care insurance through U.S. Bancorp Investments’ personalized insurance strategies.

  • Specialty asset management

    Get expert guidance from the Specialty Asset Management Group at U.S. Bank on nonfinancial assets such as real estate, farms, ranches, natural resources and closely held assets.

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.