Choosing the right types of investments for you

In today’s investment marketplace you have more options than ever before. Identifying the right funds and opportunities from the many different types of investments available is key to staying on track toward your goals.

Our review process is designed to bring clarity to investment selection, so you can move forward with confidence. Only 1% of all funds make it through our due diligence process, ensuring that what we believe are the best investment options are considered for your portfolio.

Asset Allocation

Our rigorous review process

Our rigorous review process is designed to:

  • Span the investment marketplace. We evaluate investment managers across mutual funds, ETFs, hedge funds, private capital pools and more. 
  • Uncover opportunities. We focus on strategies that can capitalize on market inefficiencies or that closely track an asset class.
  • Promote ethical practices. We only work with money managers and firms who emphasize ethics and operate in an ethical manner.  
  • Address past, present and future performance. We consider economic and market history, current trends and potential future opportunities. 


Once selected, we monitor investment options to ensure they remain a good fit for our clients.

women and girl volunteering

Crafting a personalized portfolio

Once we identify the right investment opportunities for you, we’ll build your personalized portfolio based on your goals, preferences and values. Because your needs – and market conditions – can change, we regularly review your portfolio to make updates when needed.

Learn how we build portfolios

Insights from our experts

Market news

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

Browse updates

What is impact investing?

Learn how your personal values can be meaningfully incorporated into your investment strategy. 

Read article

How hedge funds work to diversify your portfolio

Review the risks and benefits that are specific to hedge funds and the different investment strategies available.

Read article

Next step

Find an advisor or wealth specialist
Call 844-872-4724
Request a call

Disclosures

Start of disclosure content

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.

Start of disclosure content

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.

Start of disclosure content

Mutual fund investing involves risk and principal loss is possible. Investing in certain funds involves special risks, such as those related to investments in small- and mid-capitalization stocks, foreign, debt and high-yield securities and funds that focus their investments in a particular industry. Please refer to the fund prospectus for additional details pertaining to these risks.

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.

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 or transfer interests in a fund.  A hedge fund’s offering memorandum and related materials contain important information about investing in the fund, including the investment strategies, fees, expenses, and levels of risk involved in the fund’s investment strategies.  Potential investors are encouraged to review a fund’s offering memorandum and related materials with tax and legal advisors before investing in a hedge fund.

Private capital investment funds are speculative and involve a higher degree of risk. These investments usually involve a substantially more complicated set of investment strategies than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, which can magnify potential losses or gains. Always refer to a Fund’s most current offering documents for a more thorough discussion of risks and other specific characteristics associated with investing private capital funds.