Investing with a fresh perspective
A disciplined investment strategy is a critical component of any comprehensive wealth management plan. At the Private Client Reserve of U.S. Bank, we believe that consistency over the long term improves the likelihood of success in achieving your investment goals. That’s why we apply a uniquely tailored approach to curate a mix of assets across global capital markets that align with your financial objectives and risk profile. Our goal is to develop a highly personalized investment portfolio that inspires lasting confidence.
Our process includes three components:
- Strategic and tactical asset allocation. Using long-term historical information and forward-looking projections on asset-class performance, we craft recommended portfolio mixes designed to generate the greatest return potential for a given level of risk over an extended period of time. Portfolio strategies include mixes of assets across four broad categories:
- Fixed income
- Real estate
- Broad investment selection. Our experienced due-diligence teams work collaboratively to identify specific funds and other investment vehicles that can be considered for inclusion in client portfolios. This work focuses the list of investment strategies to a group that meets our exacting standards and ongoing monitoring practices to offer selections that we believe have the best potential to help you capitalize on the most attractive opportunities available in today’s capital markets.
Personalized investment strategy development. First, we listen closely and work with you to zero in on your unique financial priorities and tolerance for market risk. Your dedicated Portfolio Manager then builds a tailored portfolio based on your investment profile, designed to help enhance return potential and manage volatility while acknowledging your tax concerns. In the process, we strive to balance existing concentrated positions and make appropriate adjustments for the current market environment.
Our team includes seasoned Portfolio Managers, many of whom hold advanced professional degrees and credentials, located throughout the country to help guide you through the investment process. We believe you’ll experience the benefits from both the proximity and local knowledge your dedicated Portfolio Manager can provide along with the collective experience and insights the entire national team have to offer.