Insights based on experience

With more than $472 billion1in assets under its management, the U.S. Bank Asset Management Group (AMG) helps guide U.S. Bank economic and policy analysis. AMG monitors U.S. and global capital markets, which helps inform your wealth management professional's approach to your investments.

The AMG team has more than 180 seasoned professionals with expertise in traditional asset classes like stocks and bonds as well as alternative investments such as hedge funds and private capital, and a deep understanding of the macroeconomic environment. The team also focuses on capital market research that’s complemented by a rigorous due diligence approach.

Individuals reviewing an investment portfolio

Putting expertise into action

When designing your customized portfolio, your wealth professional will leverage AMG’s expertise.

AMG's models are objective and based on the team's awareness of market dynamics, historical insights, asset allocation and investment options, supported by research and due diligence. This analytic, fact-based approach is the foundation for our organization’s investment offerings and guidance.

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Market analysis

Investment thought leadership from AMG experts can help you stay informed and invest with confidence, whether markets are stable or uncertain. Go to Market News for webinars, client calls, videos and other timely insights and commentary.

The AMG leadership team

The AMG leadership team includes industry experts who help inform our organization's investment approach and methodology. AMG leaders are frequent spokespeople for U.S. Bank and routinely appear on CNBC, Bloomberg, Fox Business and Yahoo! Finance.

Eric Freedman Chief Investment Officer U.S. Bank

Eric J. Freedman

Chief Investment Officer

Eric directs overall investment strategy, asset allocation research, investment and security selection, economic work and policy analysis.

Kaush Amin Due Diligence Strategy Director U.S. Bank

Kaush Amin, CFA

Due Diligence Strategy Director

Kaush and his team are responsible for the private capital investments program, providing key strategic leadership in our alternatives practice.

Lisa Erickson Head of Public Markets Due Diligence U.S. Bank

Lisa Y. Erickson, CFA

Head of Public Markets Due Diligence

Lisa and her team are responsible for directing all aspects of traditional investment research and fund manager selection.

Thomas Hainlin Senior Investment Strategist U.S. Bank

Thomas M. Hainlin, CFA

Senior Investment Strategist

Tom co-leads investment strategy, portfolio construction and investor content development across asset classes and capital market events.

Robert Haworth Senior Investment Strategist U.S. Bank

Robert L. Haworth, CFA

Senior Investment Strategist

Rob co-leads investment strategy, portfolio construction and investor content development across asset classes and capital market events.

Patrick Mahoney Investment Director U.S. Bank

Patrick J. Mahoney

Investment Director

Pat oversees the institutional asset management practice and portfolio management team, which is responsible for clients ranging from public and private pension plans to foundations, corporations and other public entities.

William Merz Head of Capital Market Research U.S. Bank

William J. Merz, CFA

Head of Capital Market Research

Bill and his team are responsible for quantitative modeling and analysis focusing on the global capital market investment set.

William Northey Investment Director U.S. Bank

William T. Northey, CFA

Investment Director

Bill oversees client-facing teams leading asset and portfolio management for our wealth management business, which consists both of high net worth and institutional clients.

Terry Sandven Chief Equity Strategist U.S. Bank

Terry D. Sandven

Chief Equity Strategist

Terry and his team manage core equity and dividend growth portfolios for individuals, families and institutions.

Insights from our experts

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Market news

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

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Investing insights 

Discover trends and ideas that may impact your investing strategy moving forward.

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How to determine your risk profile

Your investment time horizon and emotional response to market volatility are key factors in helping you assess your risk tolerance.

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Disclosures

  1. Footnote 1

    U.S. Bank Wealth Management & Investment Services has more than $472 billion in assets under management: Q1 2024.

    Return to content, Footnote 1

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.

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.

Diversification and asset allocation do not guarantee returns or protect against losses.

Equity securities are subject to stock market fluctuations that occur in response to economic and business developments.

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.

Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile and tax situation.