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Make informed investment decisions

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. 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.

Contact us at:

866.586.4722 or call collect 847.876.1574

for a review with a financial professional.


A wide array of investment choices

Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets1, and increased economic uncertainty. To help our clients navigate such complexities, we leverage the products and services of HSBC Securities' portfolio of solutions - designed to meet a variety of investment goals and risk profiles.

Learn more about our asset allocation solutions, including HSBC Spectrum3 and Managed Portfolio Accounts3.

An HSBC financial professional can help you evaluate additional investment choices, including:


For products and services available within an IRA, click here for details.

Our commitment to clarity

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 call collect 847.876.1574 . We also recommend that you seek legal or tax advice from a qualified professional.

If your account has been placed into a Self-directed Non-advised Retirement Brokerage Account or you have selected a Self-Directed Online Brokerage Account then please click here for the Self-Directed/Online Account Brokerage Commission and Fee Schedule.


Call 866.586.4722 or call collect 847.876.1574 

Mon - Fri (8am - 7:45pm ET) 
Sat (9am - 3pm ET)

An HSBC Securities (USA) Inc.,² investment account can help you qualify for a Premier relationship.


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 certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, National Association. Products and services may vary by state and are not available in all states. California license #: OD36843.

Investment, Annuity and Insurance Products:


All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Research backgrounds of brokers, brokerage firms and investment advisors for free by visiting FINRA's BrokerCheck website

Foreign 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.

Financial professional refers to Premier Wealth Advisors (PWA), and Premier Relationship Advisors (PRA). PWA/PRAs focus on a full suite of Premier and Advance products and services. Both offer bank products through HSBC Bank USA, N.A., investments and certain insurance products, including annuities, through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.

HSBC Securities (USA) Inc. is the sponsor of the Managed Portfolio Account and the HSBC Spectrum Programs.

HSBC Securities (USA) Inc. is a registered investment adviser that serves as the Investment Adviser for the HSBC Spectrum and the Managed Portfolio Account (MPA) programs. HSBC Global Asset Management (USA) Inc. provides administrative and other services to HSBC Securities (USA) Inc. for a fee, separate from fees received for their mutual fund investment services. HSBC Global Asset Management (USA) Inc. and certain other subadvisers receive a fee for their mutual fund investment services separate from the investment management fee charged for the Spectrum and MPA programs.

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