Bank Deposit Sweep Program (BDSP®)

Interest Rates

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Definition of Products


Welcome to Hazlett, Burt & Watson, Inc and Security Capital Management (SEC Registered RIA Division of Hazlett, Burt & Watson, Inc). We provide investment portfolio management strategies designed to meet the specific needs of families, individual investors and businesses. Strategies include retirement planning and cash flow analysis, asset allocation and investment portfolio management and advice regarding all aspects of creating an ever-increasing personal net worth.

We know the importance of excellence in investment advice backed by a sound portfolio in meeting your investment goals and we have a variety of investment services and strategies to help you.

We begin all our client relationships with an initial client meeting process to determine a client's goals, needs and risk performance. The results of this interactive process provide profiles for each investor's personal risk preference and assists in designing a unique asset allocation for that investor portfolio. The asset allocation brings together a correlated mix of asset categories by optimizing risk versus return.

Contact a Hazlett Burt & Watson, Inc. Financial Consultant today for more information on any of our services.

  • Money Management Services**
  • Asset Allocation Programs
  • Retirement Plannings
  • OTC and Listed Securities
  • Government Securities
  • Municipal Bonds
  • Corporate Bonds
  • Mortgaged Backed Securities
  • Exchange Traded Funds (ETF)
  • Preferred Securities
  • Dividend Reinvestment
  • Automated Clearing House (ACH) Cash Movement
  • Options
  • Trust and Estate Planning through Security National Trust Company*
  • Money Market Funds
  • Closed-End Funds
  • Insurance and Annuities
  • College Planning
  • 529 College Saving Plans
  • Unit Investment Trusts
  • Warrants
  • Excess SIPC Coverage
  • Money Management Services**
  • Mutual Funds
  • Insured Brokered Certificates of Deposit
  • * Security National Trust Company is an affiliate of Hazlett Burt & Watson, Inc.
  • ** Offered through Security Capital Management, a division of Hazlett Burt & Watson