Investing and retirement planning

Invest with confidence

Wherever you are on your wealth journey, we're here to help you evaluate investment options and retirement planning strategies as you work toward your goals.

Retirement planning

Our retirement planning and savings strategies can get you started on the right path. Learn about the steps you can take today.

Plan for retirement

Ways to invest

Whether you prefer investing on your own or want personal investment guidance, we have a variety of options that may meet your needs.

  • Our robo-advisor solution uses the experience of investment professionals plus technology to monitor and adjust your investments based on your comfort with risk and your timeline. Automated Investor is offered by U.S. Bancorp Investments.

  • For do-it-yourself investors, build and manage your own investment account. Trade stocks, options, mutual funds and exchange traded funds (ETFs)2 Self-directed Investing is offered by U.S. Bancorp Investments.

  • When you work with a dedicated wealth professional from U.S Bank or U.S. Bancorp Investments, you’ll have a single point of contact to guide your investment strategy, backed by a team of specialists. We’ll work with you to understand your whole financial picture and ensure all the pieces are working harder for you based on your unique retirement and investment goals.