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Wealth Management

Investment Solutions


Find the Path to Financial Freedom

HilltopSecurities offers a wide range of investment solutions to help you reach your ideal picture of financial independence and security. Our advisors have expertise across the full spectrum of investment products — from fixed income to small business solutions and beyond.


Explore Our Investment Solutions

HilltopSecurities financial professionals are distinguished by their expertise in a broad range of investment solutions, their commitment to serving the needs of their clients, and — most importantly — their honesty and integrity. Our dedicated professionals will work with you to put you on the road to your ideal picture of financial success. Find a HilltopSecurities financial professional near you. Learn more about Advisory Services.

As a leading municipal advisory firm, HilltopSecurities provides premier fixed income solutions. Our dedicated fixed income desk allows your financial professional to give you access to more than 30,000 bond and fixed income investments from more than 100 dealers to help meet your long term financial goals.

Mutual funds offer diversification, professional management, and a wide range of options depending on your goals and risk preferences. Your HilltopSecurities financial professional can help you select the right fund (or funds) for your portfolio.*

*Diversification does not guarantee a profit or protect against market losses. It is a method used to help manage investment risk. Mutual funds are sold by prospectus only. Consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Prospectuses may be obtained from the investment company or from your registered representative. Please read the prospectus carefully before investing.

Equities are an important part of any growth-oriented portfolio. They also provide a growth element for portfolios focused primarily on wealth preservation. Your HilltopSecurities financial professional can assist you in creating an equities portfolio that takes advantage of growth potential while helping to limit downside risk.

It’s never too early to start saving for college. HilltopSecurities offers tax-advantaged college savings plans that will help you get your future graduate off to a strong head start. Learn more about our college savings solutions.

HilltopSecurities offers a range of investment solutions tailored to the needs of small business owners and their employees, from small-business focused insurance and profit sharing plans to retirement accounts. Learn more about our small business solutions.

HilltopSecurities’ Stock Loan team has decades of experience in assisting clients who wish to execute Short Sale strategies. Our Stock Loan desk leverages both our internal inventory of hard-to-borrow securities, but they also work with some of the largest counterparties to provide locates and indicative pricing. Short Sell approvals can be obtained through our MOmentum platform, or our Stock Loan desk is available to assist with any inquiries.

Speak to a HilltopSecurities financial professional to learn more about our customized investment solutions.

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