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Municipal Bonds
For investors seeking a fixed rate of return and the stability offered by
municipal securities, our municipal bond department carries a large
inventory of high quality DC, Maryland, and Virginia bonds. The interest from
these bonds is free from all federal taxes and often state and county
taxes. Through BNB's state-of-the-art computer networking system, we are
able to access the municipal bond inventories of dealers throughout in
the country. This gives our clients a distinct advantage because we can
usually find the best bonds at the best rates that adhere to any given
set of investment criteria including bond yield, rating, maturity, state,
registration type, and call provisions. If BNB does not have the
municipal bonds in its inventory, we can find them.
Equities
Investors tend to turn to equity markets because of the attractive
historical returns offered by stocks. They provide the best way for many
of our clients to meet their needs for retirement and other long-range
goals. Bellamah, Neuhauser and Barrett has access to global markets in
addition to equities offered in the US.
Mutual Funds
BNB offers our clients a wide choice of high-quality mutual funds managed
by many of the most successful organizations. Our investment brokers
select mutual funds in accordance with investment objective, performance,
consistency, management experience, tenure, expense ratios, and
volatility. With over 1000 funds from some 100 fund families to choose
from, our investment brokers can help you find the right funds to meet
your needs and objectives.
Stock Options
For the more sophisticated investor, BNB offers an extensive stock
options trading department. Regardless of whether your objectives are to
hedge positions against downside risk, protect gain or speculate in the
market, we can provide the guidance, advice and direction to assist with
the implementation of stock option strategies.
US Treasury Bills,
Notes and Bonds
For those investors seeking the stability of US backed obligations,
Bellamah, Neuhauser and Barrett provides access to all current available
offerings.
Certificates of Deposit
Since reduced risk and a fixed rate of return are important to many of
our clients, BNB searches the nation for the most competitive CDs in a
range of maturities. All CDs are insured, subject to the $100,000 maximum
at maturity.
Estate Planning
At some point, you reach the stage in life when decisions have to be made
about the control and distribution of your estate assets. BNB is a
valuable resource in working with you, your attorney and accountant in
helping to formulate, implement and maintain a comprehensive estate plan.
You then gain better control of your assets while you are alive, and
ensure that those assets are distributed as you wish, often with
significant tax savings for your heirs. Of particular importance are the
re-titlement services that we offer to help facilitate the
re-registration of securities into one's plan.
Professional Money Management Accounts
Many investors find that they don't have the time, the temperament, or
the talent to manage their own investment portfolios or to be involved in
the daily decisions required to effectively manage them. As a result,
more and more investors are turning to professional money managers to
supervise their assets. BNB offers access to a wide array of professional
managers. Not only will you get the performance that professional
management services can offer, you will also benefit from a plan designed
around your individual goals instead of settling on a generic plan based
upon the masses. BNB not only screens some of the best managers in the
country, we will help you to choose those best suited to your investment
style, risk profile and time horizon. We monitor their quarterly
performances and make recommendations of change as required. Minimum
portfolio size requirements apply.
Transfer Services
By determining the forms required by the appropriate transfer agents, BNB
helps investors expedite the transfer of securities. This greatly
facilitates securities transfers for legal or estate purposes. Our
clients are assured that their transactions are handled from start to
finish as efficiently and professionally as possible..
Tax-Deferred Retirement Accounts
Business owners, employees, and individuals have access to BNB's
experience in the feasibility, design, implementation and maintenance of
qualified retirement plans. BNB offers a variety of retirement plans
including by not limited to: IRA, SEP IRA, 401K, 403B, profit sharing,
and pension plans. This includes both turn-key and individually sponsored
plans. BNB is a valuable resource for those investors seeking advice
regarding lump-sum retirement distributions, rollovers and transfers.
Bellamah, Neuhauser and Barrett, Inc. offers investors of all ages a path
that benefits their individual retirement goals.
Cash Management Accounts
Bellamah, Neuhauser and Barrett, Inc. offers cash management accounts at
no cost, with no minimum balances required and free unlimited check
writing privileges. All investment income is electronically credited the
next business day into an interest-bearing money market account. Various
types of money market accounts are available including; general,
tax-free, and government money market funds. These accounts pay
competitive rates of return. All account activity and balances are
integrated into your monthly statement.
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