Investment strategies aligned with your goals
Our approach to investing starts with what matters most to you. With your goals in mind, we’ll build an investment portfolio to help you achieve your vision of success. Our strategies are designed to weather unpredictable conditions in all types of market cycles. You can expect:
Access to sophisticated strategies across diverse asset classes.
Strategy options available via our relationships with premier money managers.
Detailed investment information, such as timely market commentaries and online account tools.
Personalized portfolio approach
Your wealth management professional will partner with you and the
experts from U.S. Bank’s Asset Management Group to develop a
personalized investment strategy based on your needs, preferences, tax
sensitivity, risk tolerance and time horizon.
Asset Allocation
Establish your foundation.
We’ll use our understanding of historical risk and return for each asset class to create a plan that pursues returns at your preferred level of risk.
Investment Selection
Explore your options.
We’ll identify options we believe may offer you the greatest potential for returns, drawing from the full range of investment categories available in today’s marketplace.
Portfolio Construction
Craft a personalized portfolio.
Your plan will reflect your goals, preferences and values, and be reviewed on an ongoing basis to respond to market conditions or potentially capitalize on opportunities.
Tailored investment management services
Your vision of success may include effective stewardship of nonfinancial
assets or working toward social and environmental goals. We offer
specialized services to support your priorities.
Impact investing
Your values can be meaningfully incorporated into your investment strategy. Beyond financial returns, impact investing offers socially and ethically responsible options that may help mitigate risk and address environmental, social and governance (ESG) challenges.
Specialty asset management
Nonfinancial assets – such as real estate, farms, ranches, natural resources and closely held assets – can play a key role in diversifying your portfolio. Get expert guidance from our Specialty Asset Management Group.
Our expertise
Illuminus Bank Asset Management Group, made up of more than 180 seasoned professionals, researches and vets investment opportunities across the world. The team distills investment complexities into implementable, actionable strategies that guide the options we suggest.
Wealth Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Disclosure
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
Illuminus Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
The information provided represents the opinion of Illuminus Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Diversification and asset allocation do not guarantee returns or protect against losses.
Non-financial specialty assets, such as real estate, farm, ranch and timber properties, oil, gas and mineral interests or closely-held business interests are complex and involve unique risks specific to each asset type, including the total loss of value. Special risk considerations may include natural events or disasters, complex tax considerations and lack of liquidity. Specialty assets may not be suitable for all investors.
Environmental, Social and Governance (“ESG”) investment strategies limit the types and number of investment opportunities available and, as a result, ESG focused funds may underperform other funds that do not have an ESG focus. ESG investment strategies may result in the funds investing in securities or industry sectors that underperform the market as a whole or underperform other funds screened for ESG standards.