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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately managed account solutions by clicking below.
Companies you know.
Products you use.
Our flagship Enhanced Dividend Income Portfolio invests in 20 – 30, dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30.
The Enhanced Dividend Income Portfolio 4-star Overall Morningstar Rating™ out of 28 funds in the Derivative Income Category as of 6.30.2025.
Managed Account Strategies
Our SMA strategies are offered on institutional wirehouse and regional broker-dealer platforms. We also sub-advise several ETFs for an alternative solution.
Enhanced Dividend Income Portfolio (EDIP)
Equity portfolio consisting of mega-cap, high-quality, blue-chip stocks diversified across the traditional 10 S&P 500 sectors. The strategy is designed to deliver income from dividend-paying stocks coupled with tactically selling short-term covered calls.
Growth & Income Portfolio (GRIP)
Equity portfolio consisting of companies whose earnings are expected to grow at an above average rate while also generating income by deploying a tactical covered call writing component.
Tactical Transition Strategy
A strategy designed to gradually transition an investor out of their concentrated stock position(s) while generating a steady income stream through tactical covered call writing.
Catholic Values Enhanced Dividend Income Portfolio
A portfolio committed to managing separate accounts in accordance with SRI Investment Policy guidelines adhering to faith-based investing.
Hedged ETF Portfolio
Seeks to achieve long-term conservative growth by constructing a managed portfolio of ETFs with a tactical allocation to the broad market, individual sectors, and multiple asset classes.
Managed Account Platforms
In The News
Check out insights on how we think, view the markets and manage assets through articles and
videos from the minds behind the money – our strategists, portfolio managers, and executive team.
Watch: U.S. stocks reach new heights
Watch: ‘Halftime Committee’ shares its latest portfolio moves
Watch: Best long and short ideas for Q4
Watch: Final Trades – Gilead, Rocket Lab, Palo Alto and Coinbase
Watch: Trade Tracker – Kevin Simpson buys Coupang and sells Roblox
