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>> My name is Paul Anderson.

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I am a Senior Portfolio Manager and Managing
Director at US Bank's Private Client Reserve.

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So, I'm a specialist in the investment field.

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I manage investment portfolios for
high net worth families, foundations,

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as well as the national sports
entertainment clientele for US Bank.

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In a day to day, so I manage actual
portfolios of about $300 million

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and I have risk management
of about a billion dollars.

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So to get those clients, we're
ideally looking for a client

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with a three to $75 million net worth.

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And to get the clients a lot of them
are referrals because people know -

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I've been in the business long enough that
they know what I - my reputation as well

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as a whole group in our bank
for business development.

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So it's a team effort.

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So, we're a very goals based wealth management.

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We want to talk about what's important to
you, when it's going to be important to you,

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so all of our clients have different needs.

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So we're not a cookie cutter type of operation.

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We want to make sure everything's
very customized to you.

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So in the goals based wealth
management, we'd sit down.

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I'd learn a lot about your family and
all the dynamics that would go with that.

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We would want to know about kind of your
income and where you may want to go.

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And also be able to apply that specifically,

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my role for what the investments
would be most suitable to do that.

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I'm a fiduciary in my capacity, which is a
little different than some investment advisors.

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So I'm actually charged with
doing, for you, what's prudent

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and what I would do similar
if it was my own money.