Investments & Personal Trust

For generations, our wealth management professionals have helped successful individuals and families grow, preserve, 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 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.

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 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 to further broaden your portfolio. Depending on your situation, your advisor may recommend a separately managed account (SMA), a unified managed account (UMA), or an advisor-directed option.

• 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.

• 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 to develop effective planned giving programs and help manage charitable investment options for optimum results.

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.