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.

Investment management

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.

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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. Our financial professionals will collaborate with you to design a plan that helps you create, grow and protect your wealth.

See our wealth planning services

Trusts and estates

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.

Learn about trust and estate services

More wealth management services

Your financial needs are unique and likely to change over time. We have you covered with a full range of flexible wealth management services and products.

Banking

Manage your money with customized banking services from U.S. Bank. We offer a full range of banking products, financing options and exclusive benefits.

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Insurance

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

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Business owner advisory services

As you grow or consider transitioning your business, Business Owner Advisory Services from U.S. Bank and U.S. Bancorp Investments can be your strategic partner to help drive action.

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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.

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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.

U.S Investments, From U.S Bancrop Investments

Online investing for all

No minimum investment required

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U.S Wealth Managemnt, U.S. Bank U.S Bancrop Investments

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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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.

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.

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

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U.S. Bank, U.S. Bancorp Investments and their 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.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments 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.

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For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

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For Business Owners Advisory Services:

Business Owner Advisory Services are provided for educational and illustrative purposes only, and do not guarantee the success of any strategy or recommendation. Business Owner Advisory Services are not fiduciary in nature. U.S. Bank and U.S. Bancorp Investments serve in a non-fiduciary role when providing these services.

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For U.S. Bancorp Investments:

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.

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 and Regulation Best Interest Disclosure are available for you to review.

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.

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.

U.S. Bancorp Investments Order Processing Information.

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.

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