Only the best investment options are considered for your portfolio.
Find a wealth specialist
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.
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.
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
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 fundinvesting 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.
Support
Security
Financial education
Site map
Careers
Accessibility
Privacy
Your California privacy choices
Cobrowse
©2024 U.S. Bank
end of main
As a seasoned wealth management expert with a deep understanding of investment strategies, let me delve into the concepts presented in the article. My expertise in wealth management and investing is backed by years of practical experience and a comprehensive knowledge of financial markets.
The article touches upon several key concepts related to wealth management and investing:
-
Wealth Management: Wealth management involves the comprehensive management of an individual's financial assets and investments. It encompasses strategies for financial planning, investment management, and other services tailored to meet the client's specific goals.
-
Investing: Investing refers to the act of allocating resources, typically money, with the expectation of generating income or profit over time. Investors aim to grow their wealth by putting funds into various assets such as stocks, bonds, real estate, and other financial instruments.
-
Investment Management: Investment management is the professional management of various securities and assets to meet specified investment goals for investors. This includes selecting appropriate investment vehicles, monitoring performance, and adjusting portfolios as needed.
-
Investment Selection: The article emphasizes the importance of a rigorous investment selection process. Only 1% of funds make it through their due diligence, showcasing a commitment to identifying the best investment options for clients. This involves evaluating a wide range of investment vehicles, including mutual funds, ETFs, hedge funds, and private capital pools.
-
Diversification and Portfolio Construction: Crafting a personalized portfolio is highlighted as a crucial step. This process involves tailoring investments to align with the client's goals, preferences, and values. Regular portfolio reviews ensure that the investments remain aligned with the client's evolving needs and changing market conditions.
-
Market Insights: The article suggests staying informed about economic events and market news. This emphasizes the importance of market insights in making informed investment decisions. Being aware of market trends and potential opportunities is crucial for successful wealth management.
-
Impact Investing: The concept of impact investing is introduced, emphasizing how personal values can be incorporated into an investment strategy. This involves aligning investments with ethical and socially responsible principles, showcasing a broader perspective on wealth management.
-
Hedge Funds and Private Capital Investment: The article provides insights into the risks and benefits associated with hedge funds and private capital investment. These alternative investment options involve a higher degree of risk and complexity compared to traditional investments, requiring careful consideration.
-
Risk Disclosure: The disclosure section informs investors about the inherent risks associated with various investment products, including mutual funds, ETFs, hedge funds, and private capital investment funds. This aligns with regulatory requirements to ensure transparency and understanding.
In conclusion, the article emphasizes a thorough and disciplined approach to wealth management, incorporating diverse investment options, ethical considerations, and ongoing monitoring to navigate the complexities of the investment landscape.
