Investment strategies aligned with your goals

Our approach to investing starts with what matters most to you. With your goals in mind, we’ll build an investment portfolio to help you achieve your vision of success. Our strategies are designed to weather unpredictable conditions in all types of market cycles. You can expect:

  • Access to sophisticated strategies across diverse asset classes.

  • Strategy options available via our relationships with premier money managers.

  • Detailed investment information, such as timely market commentaries and online account tools.

Personalized portfolio approach

Your wealth management professional will partner with you and the experts from U.S. Bank’s Asset Management Group to develop a personalized investment strategy based on your needs, preferences, tax sensitivity, risk tolerance and time horizon. 

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Establish your foundation.

We’ll use our understanding of historical risk and return for each asset class to create a plan that pursues returns at your preferred level of risk.

Learn about asset allocation
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Explore your options.

We’ll identify options we believe may offer you the greatest potential for returns, drawing from the full range of investment categories available in today’s marketplace.

Learn how we select investments
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Craft a personalized portfolio.

Your plan will reflect your goals, preferences and values, and be reviewed on an ongoing basis to respond to market conditions or potentially capitalize on opportunities.

Learn how we build portfolios

Tailored investment management services

Your vision of success may include effective stewardship of nonfinancial assets or working toward social and environmental goals. We offer specialized services to support your priorities. 

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Impact investing

Your values can be meaningfully incorporated into your investment strategy. Beyond financial returns, impact investing offers socially and ethically responsible options that may help mitigate risk and address environmental, social and governance (ESG) challenges. 

Learn about impact investing

Specialty asset management

Nonfinancial assets – such as real estate, farms, ranches, natural resources and closely held assets – can play a key role in diversifying your portfolio. Get expert guidance from our Specialty Asset Management Group.

Manage your real assets
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Our expertise

The U.S. Bank Asset Management Group, made up of more than 180 seasoned professionals, researches and vets investment opportunities across the world. The team distills investment complexities into implementable, actionable strategies that guide the options we suggest. Our proprietary Global Health Check is just one example of how we do this by summarizing economic data in real time.

Learn about our data-driven insights

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.

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Online investing for all

No minimum investment required

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Comprehensive wealth management

Starting at $100,000 in investments or $250,000 total balances

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U.S Private Wealth Managemnt, U.S. Bank

Private wealth services

Starting at $3 million net worth up to $75 million

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Ascent, Private Capital Mannagement of U.S. Bank

Family office services

Starting at $75 million net worth and above

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Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Investing insights 

Discover trends and ideas that may impact your investing strategy moving forward.

Get insights

How to handle market volatility

Understanding the why behind market volatility can help you manage your risk. Here are five market strategies on how to handle market volatility.

Read article

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Disclosures

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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. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

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Diversification and asset allocation do not guarantee returns or protect against losses.

Non-financial specialty assets, such as real estate, farm, ranch and timber properties, oil, gas and mineral interests or closely-held business interests are complex and involve unique risks specific to each asset type, including the total loss of value. Special risk considerations may include natural events or disasters, complex tax considerations and lack of liquidity. Specialty assets may not be suitable for all investors.

Environmental, Social and Governance (“ESG”) investment strategies limit the types and number of investment opportunities available and, as a result, ESG focused funds may underperform other funds that do not have an ESG focus. ESG investment strategies may result in the funds investing in securities or industry sectors that underperform the market as a whole or underperform other funds screened for ESG standards. 

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

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.