International insight and experience
In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world.1
An HSBC Securities financial professional2 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from HSBC research analysts around the world.3 And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve.
Email us or call us at 866.586.4722 for a complimentary review with a financial professional.
Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets, and increased economic uncertainty. To help our clients navigate such complexities, we leverage HSBC Global Asset Management's portfolio of solutions designed to meet a variety of investment goals and risk profiles.
Exclusive to HSBC, Multimanager is an integrated team of global research analysts from around the world that screen, select and routinely monitor third-party fund managers globally with the objective to seek consistent risk -adjusted returns for our clients. Learn more about our asset allocation solutions, including World Selection Spectrum Account4, Managed Portfolio Account5, and World Selection Funds6.
An HSBC Securities financial professional can help you evaluate additional investment choices, including:
It's important to fully understand all aspects of your investment decisions. Our financial professionals will provide documentation - including risks, charges, fees, and other disclosures - for products you are considering. Additionally, our Commission and Fee Schedule outlines the charges for investing with HSBC Securities (USA) Inc. If you have any questions about any aspects of your investments, please call us at 866.586.4722 or schedule a consultation online. We also recommend that you seek legal or tax advice from a qualified professional.
The information has been prepared for informational purposes only and is subject to change without notice. All investments involve risk including the loss of principal. It is not intended to provide and should not be relied on for financial, accounting, legal, or tax advice. You should consult your financial, tax or legal advisor regarding such matters. We believe the information provided herein is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
Investment and Annuity products are provided by Registered Representatives and Insurance Agents of HSBC Securities (USA) Inc., member NYSE/FINRA/SIPC, a registered Futures Commission Merchant, a wholly-owned subsidiary of HSBC Markets (USA) Inc., and an indirectly wholly-owned subsidiary of HSBC Holdings plc. In California, HSBC Securities (USA) Inc., conducts insurance business as HSBC Securities Insurance Services. License #: 0E67746. Insurance Agents of HSBC Insurance Agency (USA) Inc., a wholly-owned subsidiary of HSBC Bank USA, N.A., and an indirectly wholly-owned subsidiary of HSBC Holdings plc, offers Insurance products issued by third-party insurance carriers. Products and services may vary by state and are not available in all states. California license #: 0D36843.
|Investment, Annuity and Insurance Products:|
|ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES||ARE NOT FDIC INSURED||ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES||MAY LOSE VALUE|
All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.
1Foreign securities can be subject to greater risks than U.S. investments, including currency fluctuations, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws or monetary policy. These risks are likely to be greater for emerging markets than in developed markets. Prices of securities in emerging markets can fluctuate more significantly than the prices of companies in more developed countries. Securities of emerging market issuers generally have more risk than securities issued by issuers in more developed markets. The less developed the country, the greater affect the risks may have in an investment, and as a result, an investment may exhibit a higher degree of volatility than either the general domestic securities market or the securities markets of developed foreign countries.
2 HSBC Securities financial professional refers to Financial Advisors and Licensed Sales Professionals. Financial Advisors provide a full suite of investment products that are available with HSBC based on individualized customer financial needs and objectives. Licensed Sales Professionals have access to more simplified product sets created to meet customers' key life-cycle needs, e.g., education, retirement, wealth transfers.
3 HSBC Multimanager is a research and asset management capability utilized by certain HSBC companies in various regions around the world. In the U.S. the company offering these capabilities is HSBC Global Asset Management (USA) Inc.
4 HSBC Global Asset Management (USA) Inc. serves as investment adviser for the HSBC World Selection Spectrum Account as well as the HSBC Investor Funds, which may be among the underlying investments in the HSBC World Selection Spectrum Account. Certain HSBC Investor Funds have affiliated and un-affiliated sub-advisors with HSBC, with an investment speciality that is appropriate for the asset class represented by that fund. Both HSBC Global Asset Management (USA) Inc. and the sub-advisors receive a fee for their investment services separate from the investment management fee charged for the HSBC World Selection Spectrum Account. Mutual funds outside of the HSBC Investor Funds family are offered as options in the product and may be advised by investment managers affiliated or unaffiliated with HSBC Global Asset Management (USA) Inc., who also receive a fee for their services.
HSBC Investor Funds are distributed by Foreside Distribution Services, L.P., which is not affiliated with HSBC Global Asset Management (USA) Inc.
5 HSBC Global Asset Management (USA) Inc. is the sponsor of the Managed Portfolio Account and the HSBC World Selection Spectrum Account.
6 HSBC Global Asset Management (USA) Inc. is the investment adviser for the HSBC World Selection Funds. Foreside Distribution Services, L.P., a member of the Financial Industry Regulatory Authority ("FINRA"), serves as the distributor of the Funds' shares.
United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts - including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.
An investment in the World Selection Funds must be preceded or accompanied by an effective prospectus for the HSBC Investor Funds. Investors should consider the investment objectives, risks, charges and expenses of the investment company and other important information about the investment company. For clients of HSBC contact HSBC Securities (USA) Inc. at 800.662.3343 for more information. Investors should read the prospectus carefully before investing or sending money.
Mon - Fri (8am - 7:45pm ET)
Sat (9am - 3pm ET)