Equity & Fixed-Income Securities
Our advisors utilize both over-the-counter (OTC) and listed securities to help you participate in the equity markets while aligning with your investment goals and risk tolerance.
OTC & Listed Securities
Direct access to stocks and equities traded on major U.S. exchanges and over-the-counter markets.
Corporate Bonds
Income-producing investments issued by companies to help diversify away from equities.
Government Securities
Backed by the U.S. Treasury, these offer dependable income and capital preservation.
Municipal Bonds
Tax-advantaged investments issued by local and state governments, often ideal for high-income investors.
Mortgage-Backed Securities
Fixed-income products backed by pools of mortgages, offering regular cash flows.
Mutual Funds & Managed Solutions
Diversified by design, mutual funds and other pooled investment vehicles can offer efficient access to professional management and broad market exposure.
Mutual Funds
Professionally managed portfolios of stocks, bonds, or other securities, suitable for a range of investor goals.
Closed-End Funds
Actively traded investment funds with a fixed number of shares, often used to target specific income or growth objectives.
Unit Investment Trusts (UITs)
Fixed portfolios of securities held for a predetermined time, offering transparency and simplicity.
Money Market Funds
Low-risk, short-term investments used to preserve capital and maintain liquidity.
Alternative & Structured Products
To address more advanced needs, we offer access to structured products that provide unique risk-return profiles.
Preferred Securities
Hybrid investments offering fixed dividends with features of both stocks and bonds.
Options & Warrants
Derivative securities used for hedging strategies or enhancing portfolio returns in sophisticated investment plans.
Warrants
Instruments offering the right, but not the obligation, to purchase shares at a specified price in the future.
Insurance & Retirement Products
As part of a comprehensive financial plan, insurance and annuity products can help manage longevity risk, preserve wealth, and provide income security.
Insurance Products
Including life and long-term care insurance, designed to protect your assets and support your estate planning goals.
Annuities
Tax-deferred investment vehicles that offer predictable income in retirement, with various customization options.
Insured Brokered CDs
FDIC-insured certificates of deposit offering a secure way to preserve capital and generate interest income
Customized Guidance for Every Product
Our experienced advisors work with you to understand your financial picture and help select the right mix of products to align with your long-term vision. Whether you’re a conservative investor focused on preservation or a growth-oriented individual planning for the future, Hazlett, Burt & Watson is here to guide you through every investment decision.
Ready to discuss how our investment products can support your financial journey?
