>> My name is Paul Anderson.
I am a Senior Portfolio Manager and Managing Director at US Bank's Private Client Reserve.
So, I'm a specialist in the investment field.
I manage investment portfolios for high net worth families, foundations,
as well as the national sports entertainment clientele for US Bank.
In a day to day, so I manage actual portfolios of about $300 million
and I have risk management of about a billion dollars.
So to get those clients, we're ideally looking for a client
with a three to $75 million net worth.
And to get the clients a lot of them are referrals because people know -
I've been in the business long enough that they know what I - my reputation as well
as a whole group in our bank for business development.
So it's a team effort.
So, we're a very goals based wealth management.
We want to talk about what's important to you, when it's going to be important to you,
so all of our clients have different needs.
So we're not a cookie cutter type of operation.
We want to make sure everything's very customized to you.
So in the goals based wealth management, we'd sit down.
I'd learn a lot about your family and all the dynamics that would go with that.
We would want to know about kind of your income and where you may want to go.
And also be able to apply that specifically,
my role for what the investments would be most suitable to do that.
I'm a fiduciary in my capacity, which is a little different than some investment advisors.
So I'm actually charged with doing, for you, what's prudent
and what I would do similar if it was my own money.