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Wealth Management

The Private Client Group
U.S. Bancorp Investments, Inc.
U.S. Bancorp Insurance Services, LLC.

Since 1863, we've helped the financial dreams of millions of individuals and businesses take off. Today, we're proud to be the sixth largest commercial bank in the nation, helping 458 of the Fortune 500 companies reach new heights with us. And we're the first choice for more than 14.9 million customers for commercial, corporate, payment processing, wealth management, trust and consumer banking services.

Personal Trust, Investment Management & Private Banking Provided Through The Private Client Group
The Private Client Group at U.S. Bank acts as a bank within a bank, exclusively dedicated to meeting the needs of affluent individuals and families. Our clients typically have annual incomes of $150,000 or investable assets of $500,000. Clients receive access to a breadth of resources in the areas of personal trust, private banking, investment management and financial planning; all tailored, coordinated and delivered in a highly personalized, professional and convenient manner. Discover how The Private Client Group can help you manage your wealth.

It's All of Your Investment and Insurance Solutions in One Place
Through our full-service brokerage1 you have access to convenient, professional financial guidance, including a full suite of
risk management and insurance solutions.2


  1. Consult your tax advisor regarding the deductibility of interest.
    U.S. Bancorp Investments, Inc. does not offer tax advice. Consult your tax professional for tax advice.

    Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment advisor and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.


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  2. Insurance products, including annuities are available through U.S. Bancorp Insurance Services, LLC, U.S. Bancorp Investments, Inc., in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. California Agency #OE24641.

    NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK
    NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE


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