Ways to work with us

Get the flexibility to invest your way

Whether you want personal financial planning guidance or prefer investing online, we have a variety of options to meet your needs.

Personal guidance

Making sense of your finances is our starting point for your personalized guidance. Whatever your financial situation, we will tailor a strategy to help you work toward your financial goals.

Online investing

Whether you want an automated investment solution, or you prefer to build and manage your portfolio using our comprehensive suite of tools, we've got an online investing option for you from U.S. Bancorp Investments.

Compare online investing options




Automated vs. human advisor: Which investment style is right for you?

You have options when it comes to managing investments.

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Types of investors: Which are you?

People invest for different reasons and work in different ways to reach their goals.

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Women and investing: How psychology plays a role

Although investing is a powerful way for women to increase their wealth and accomplish their financial goals, some hesitate to dive in.

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