U.S. Bancorp Investments Launches Automated Investor
June 20 2018 - 9:30AM
Business Wire
Online and mobile customers receive new
experience with Automated Investor
Responding to customers’ desire for smart, easy-to-use and safe
digital investment tools and strategies, U.S. Bancorp Investments
announced today the launch of its new Automated Investor
offering.
“We are committed to serving customers where they are today and
will be in the future, and that includes embracing robust
technologies. Automated Investor provides an easy-to-use
digital advice platform with the power of our investment expertise
through U.S. Bancorp Investments. We believe this will be valued by
those who desire a technology-enhanced investment experience,
supported by personalized service 24/7. Customers will now be able
to have that experience with greater confidence as a result of
working with a trusted institution,” said Mark Jordahl, president
of U.S. Bank Wealth Management.
U.S. Bancorp Investments has partnered with FutureAdvisor, an
investment advisory firm owned by BlackRock, to develop Automated
Investor. This automated investing offering brings together the
capabilities of FutureAdvisor’s technology platform in a secure
online environment with investment strategies and personalized
service from U.S. Bancorp Investments.
The investment portfolios within Automated Investor have been
created by wealth management professionals and consist of
cost-effective funds specifically designed to help clients work
toward their unique goals. The technology seeks to optimize returns
and help minimize risk, and automatically rebalances investments as
the markets change, all with low management fees. Users can receive
a free analysis of their current investments to see how they are
performing and how they can potentially improve. Automated Investor
is now available to customers via usbank.com and mobile, allowing
users to easily track progress against their goals.
“For the emerging affluent customer or the younger investor who
may benefit from straight-forward portfolio strategies, Automated
Investor can be a great fit,” Jordahl explained. “All customers
need to do to get started with the Automated Investor program is to
visit usbank.com/automatedinvesting or log into usbank.com
or the mobile app and look for the Automated Investor message on
their dashboard. Once there, they answer a few simple questions and
have the option to securely link their choice of investment
accounts, including accounts at other institutions. From there they
will see a projection of their account balances, along with a
confidence level of meeting stated objectives and highlighted areas
where investments could be improved.”
“Digital advice platforms will continue to transform how
consumers work with advisors and engage with their investments. We
are proud to partner with U.S. Bancorp Investments to add the
scale, simplicity and cost efficiency of FutureAdvisor’s
technology. The combination of digital and human advice,
packaged appropriately together, can improve outcomes for both
financial advisors and their clients,” said Robert Goldstein,
chief operating officer of BlackRock.
Automated Investor is part of U.S. Bancorp Investment’s
commitment to innovation and ongoing investment in interactive
client experiences.
“We are developing experiences that allow clients and their
advisors to connect online, person to person and on the phone so
that they can engage us on their terms,” Jordahl said. “Planning
and investing for the future doesn’t have to be intimidating. Our
intuitive, easy-to-use digital advice offerings help make the
experience simpler and more efficient for our clients by enabling
them to track progress against their goals anytime, anywhere.”
To learn more about Automated Investor, call 866.758.8655.
About Wealth Management from U.S. Bancorp InvestmentsU.S.
Bancorp Investments provides a broad range of services to clients
including retail brokerage, investment advisory services, financial
planning and insurance through its representatives in 25 states and
online. We believe in doing the right thing for our clients to help
them at every life stage work toward their financial goals.
U.S. Wealth Management – U.S. Bancorp Investments is the
marketing logo for U.S. Bancorp Investments.
Investment products and services are:NOT A DEPOSIT •
NOT FDIC INSURED • MAY LOSE VALUE •NOT BANK GUARANTEED • NOT
INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Investment products and services are available through U.S.
Bancorp Investments, the marketing name for 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.
Insurance products are available through various affiliated
non-bank insurance agencies, which are U.S. Bancorp subsidiaries
and affiliates of U.S. Bank. Products may not be available in all
states. CA Insurance License# OE24641. Policies are underwritten by
unaffiliated insurance companies and may not be available in all
states.
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version on businesswire.com: https://www.businesswire.com/news/home/20180620005142/en/
U.S. BancorpJeni Jonett, 612-303-4993assistant vice
president of public relationsjeni.jonett@usbank.com
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