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Investments

We have a variety of investment solutions to help you achieve your financial goals.

Work with a Wealth Relationship Manager to assess your current finances and develop a personalized financial plan.
Custom asset allocation helps you stay focused on long-term investment goals through changing market conditions.
Mutual funds offer a pooled investment portfolio maintained in accordance with a set of fund objectives.
Tailor your risk-reward profile with the potential of upside performance and downside protection options.

Find the right investment for you

We have a variety of investment solutions to help you achieve your financial goals.
Fixed income investments may offer a simple way to generate income, preserve capital and build a diversified portfolio.
Investment solutions that offer potential growth from market price appreciation, but may experience market volatility and loss of principal.
Our wide range of insurance solutions can help you manage risk, protect your family and safeguard your treasured belongings.
Take control of your portfolio with our intuitive investment platform.
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Ready to invest?

Log on to online banking to book an appointment with your Wealth Relationship Manager. If you’re new to HSBC, give us a call at 800.662.3343.

Learn more about investing

Explore the risks and potential rewards you might want to consider before investing.
This simple guide to investing offers insights into some different investment solutions.
Find out how to start investing with this simple guide.
Find out what the differences are between savings and investments, and how they can help you grow your money.
Calculate how much you need to set aside for your retirement to live comfortably.

Disclaimers

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

Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website.

Environmental, Social & Governance (ESG)

HSBC Securities (USA) Inc., HSBC Insurance Agency (USA) Inc., and HSBC Bank USA N.A. (collectively “HSBC”) does not provide recommendations or advice on any products based on Environmental, Social & Governance (“ESG”) or Sustainable Investing (“SI”) considerations except in its discretionary/advisory solution(s) specifically dedicated to ESG/SI. Additionally, HSBC reserves the right to not recommend, or trade securities based on HSBC Group’s* internal policies, including its sustainability policies. Clients can purchase ESG/SI related products on our platform on a self-directed basis. Any ESG/SI macroeconomic statements or promotional materials generated by other HSBC Group* entities may not reflect the views of HSBC. Our general ESG/SI disclosure is located at https://www.us.hsbc.com/investments/disclosures/

*HSBC Group refers to HSBC’s global affiliates.

United States persons 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. U.S. persons should consult a tax adviser for more information.