Institutional investors have increased their holdings in top wealth management bank companies by 4% over the past month, signaling confidence in revenue diversification strategies. Forward P/E ratios remain in the 14–16 range, reflecting moderate valuation with potential upside. US Bank Wealth Management provides a range of services, including wealth planning, investment management, and trust and estate services through US Bank. Some or all Alternative Investment programs may not be in the best interest of certain investors. No assurance can be given that any Alternative Investmentâs investment objectives will be achieved. Many Alternative Investment products are sold pursuant to exemptions from regulation and, for example, may not be subject to the same regulatory requirements as mutual funds. In addition to certain general risks each product will be subject to its own specific risks, including strategy and market risk. Certain Alternative Investments require tax reports on Schedule K-1 to be prepared and filed. As a result, investors will likely be required to obtain extensions for filing federal, state, and local income tax returns each year. Wealth management bank ETFs recorded net inflows of $850 million over the last three weeks, reflecting broad market agreement on the defensive characteristics of the sector.
