Charles Schwab, Hong Kong, Ltd.
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Investment Products

Build a Customized Portfolio Based on Your Financial Goals

We’re here to help select the investments based upon your unique needs. Take advantage of personal assistance and financial tools that can help make the most of your U.S. investment. We offer the following ways to diversify your U.S. market portfolio:

Create the Right Mix of Assets

Schwab also offers powerful research resources to analyze your current holdings, goals, and risk tolerance. Learn more about services designed to help you make smart investment decisions:

Schwab Equity Ratings® provide disciplined, expert-based research on the U.S. market to help you make important investment decisions.
Professional-level research from reliable sources including Argus,, and more helps you stay updated on the U.S. market.
Stock Screeners enable you to search and screen stocks using more than 100 criteria, including technical, fundamental, and ratings. Compare multiple stocks and create customized searches.
Portfolio allocation planning tools enable you to design and monitor your investment portfolio based on your timeline and goals.