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For generations, our wealth management professionals have helped successful individuals and families manage and transfer their wealth, and we can do the same for you. Whatever your objectives, we listen to you to gain a clear understanding of your needs and then offer a range of investment solutions to help meet those needs. Our financial professionals help you develop sophisticated strategies to manage your financial affairs today and transfer wealth to the next generation or your favorite charity, in a tax-efficient manner.
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Investment Services
Through our brokerage arm, U.S. Bancorp Investments, Inc. our advisors offer a broad spectrum of investment products, including stocks, bonds, mutual funds and annuities.
If you prefer to invest on your own, explore our Self-Directed Online Investing services. Learn more. |
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Investment Management
Our investment experts take a disciplined approach with you to create a customized investment strategy aimed at growing and preserving your wealth. We provide access to a wide array of investment choices across all asset classes in constructing your diversified portfolio. Our investment management process is designed to help meet your tolerance for risk and investment objectives ranging from capital appreciation to minimizing taxes.
If you have significant investable assets, The Private Client Reserve offers you sophisticated managed accounts tailored to your specific goals and alternative investments/specialty assets that may broaden your portfolio, taking into consideration your individual tolerance for risk and investment objectives. Depending on your situation, your advisor may recommend a separately managed account (SMA), a unified managed account (UMA), or an advisor-directed option. |
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- Specialty Asset Management –
Having specialty assets in your portfolio can play a major role in increasing the value of your portfolio. The Wealth Management Group at U.S. Bank is one of the nation's largest managers of specialty assets. With more than $7 billion under management, we manage farm, ranch and timber property, real estate, natural resources and private equity assets.
- Alternative Investments –
If you meet certain financial and individual suitability requirements, we offer a wide range of alternative investments. These are investments that do not trade publicly and are not always available from other investment advisors. You may select from a variety of such investments, including hedge funds, commodities, venture capital and leveraged buyouts.
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Charitable Giving Advisory Services –
We offer charitable giving advice to individuals, families and nonprofit organizations.
- Individuals and Families. Are you in a position to be generous, but not sure where to begin? We can help. From charitable giving to creating a permanent legacy, private or scholarship foundation, our charitable giving specialists can recommend tax-efficient giving strategies that allow you to express your values by helping others.
- Nonprofit Organizations. Do you manage or serve on the board of a nonprofit organization? Then you probably understand the complex fiduciary responsibilities that come with such a position. Our Charitable and Nonprofit Services Team will work with your organization and other tax and legal advisors to develop effective planned giving programs and help manage charitable investment options.
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Trust Services
We manage your financial legacy sensitively and professionally from one generation to the next. Our personal trust professionals help individuals and families at all stages of their lives to manage wealth preservation and distribution. We'll review your estate plan – working in collaboration with your legal and tax advisors – to help you identify and implement financial strategies for your unique situation and goals. |
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Consult your tax advisor regarding the deductibility of interest.
U.S. Bancorp Investments, Inc. does not offer tax advice. Consult your tax professional for tax advice.
Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment advisor and a brokerage subsidiary of U.S. Bancorp and an affiliate of U.S. Bank.
Investment products, including shares of mutual funds, are not deposits or obligations of, or guaranteed by U.S. Bank or any of its affiliates, nor are they insured by the Federal Deposit Insurance Corporation, or any other government agency. An investment in such products involves risk, including possible loss of principal.
This discussion is intended to be informational only and is not exhaustive or conclusive. U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
U.S. Bank is not responsible for and does not guarantee the products, service or performance of its affiliates and third party providers.
Investments in real estate securities can be subject to fluctuations in the value of the underlying properties, the effect of economic conditions on real estate values, changes in interest rates, and risks related to renting properties (such as rental defaults).
Investments in private equity are illiquid by nature and typically represent a long-term binding commitment. The investments made by private equity funds are not readily marketable and the valuation procedures for these positions are often subjective in nature.
Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile, and tax situation.
Hedge funds are speculative and involve a high degree of risk. An investment in a hedge fund involves a substantially more complicated set of risk factors than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, which can magnify potential losses or gains. Restrictions exist on the ability to redeem units in a hedge fund.
There are special risks associated with an investment in commodities, including market price fluctuations, regulatory changes, interest rate changes, credit risk, economic changes, and the impact of adverse political or financial factors.
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