Investment due diligence

Our team of experts research, evaluate and select Exchange Traded Funds (ETFs) for your portfolio.1 ETFs offer a way to pool money in a fund that makes investments in stocks, bonds and/or other assets. ETF shares are traded throughout the day on national stock exchanges and at market prices and provide you with low-cost, broad exposure to U.S. and international markets across stock, bond and real estate markets. 

Market outlook

Our investment strategists analyze the market to determine the type and amount of each ETF in the portfolios. When our market outlook changes, we automatically update your portfolio.

Your investment goal and target date

If you’re planning for a large purchase, for retirement or other goals you’d like to reach, we’ll automatically adjust your investments to reduce the amount of risk in your portfolio as you approach your target date.

Tax efficiency

We review every account we manage for you for its tax status. For taxable accounts, we automatically seek to offset taxes on capital gains by selling other investments at a loss. The cash will be reinvested across your portfolio to help keep your portfolio in balance and on track with your goal.

Your risk comfort level

This instructs us as to how much risk we should take for your investments. We create your portfolio depending on the risk level you choose and help you to determine your comfort with risk with a three-question quiz.

Interested in Automated Investor?

Whether you are new to online investing or an experienced investor, Automated Investor can be an advantageous tool for you to work toward your financial goals. You tell us what your plans are and our robo-advisor will do the work for you.

Automated Investor from U.S. Bancorp Investments is exclusively for our customers. Call 866-758-8655 or log into usbank.com to get started.

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Disclosures

Automated Investor legal agreements & disclosures

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  1. Exchange Traded Funds (ETFs) are subject to risks similar to those of stocks, such as market risk. Investing in ETFs may bear indirect fees and expenses charged by ETFs in addition to its direct fees and expenses, as well as indirectly bearing the principal risks of those ETFs. ETFs may trade at a discount to their net asset value and are subject to the market fluctuations of their underlying investments.

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

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

U.S. Bancorp Investments 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.

IMPORTANT: The projections or other information generated by Automated Investor regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary is available for review.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Past performance and market conditions do not guarantee future results. There is no assurance that a particular investment mix or hypothetical performance shown will lead to actual investment results or performance. Diversification and asset allocation strategies do not guarantee low volatility, profit or protection against loss. There is no guarantee that you will achieve your goal within your time horizon, or over a longer time period by using Automated Investor. You are responsible for providing accurate and up to date information about your goal, time horizon, and risk tolerance.

If you have any questions or concerns, contact us to consult with an investment professional 866-758-8655. The illustrative portfolios cannot account for the impact that economic, market, and other factors may have on an actual investment portfolio.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.

U.S. Bancorp Investments Order Processing Information.