Choose how you want to invest We understand that not everyone has the same financial needs. That is why we offer three different ways to invest:
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Full-service brokerage advice. Let our experienced
Financial Consultants, who are conveniently located in our more than 2,851 branches*, give you the guidance you need to help you reach your financial goals. Whether you're planning to send your children to college or planning for a comfortable retirement, we can help you construct a workable plan and recommend products to help you succeed financially. U.S. Bancorp Investments Financial Consultants* offer expert guidance in a full array of brokerage products including stocks, bonds, mutual funds, and annuities.
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Specialized Mutual Fund and Annuity advice. U.S. Bancorp Investments Financial Specialists, who are conveniently located in our more than 2,851 branches*, offer specialized mutual fund and annuity guidance.
- Invest on your own. Experienced investors that conduct their own research and make their own investment decisions will appreciate the ease and convenience of managing their own portfolio through the discount arm of U.S. Bancorp Investments. With a U.S. Bancorp Investments Discount Brokerage account, you choose how you would like to access your account and have the flexibility to use any or all of the choices available. Real-time quotes, unbiased research and the latest technology make it easier than ever for you to manage your own account.
Access a full range of investments
Convenience is always a factor for our customers and we deliver on that part with 2,851 branches. Our Financial Consultants are available at U.S. Bank branches to meet with you, determine your personal financial goals and then recommend a customized investment strategy to meet your needs. Financial Consultants can offer a broad range of investment opportunities, including stocks, mutual funds, corporate bonds, municipal bonds, government securities, mortgage securities and fixed and variable annuities. As an added convenience to our customers we offer the services of a Financial Specialist, who is trained to work with conservative investors whose needs are best addressed by an annuity, insurance product or a limited selection of mutual funds. Our Financial Specialists form a strong partnership with our Financial Consultants to service your financial needs.
*Call us at 1-800-888-4700 to find the financial professional nearest you.
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