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Our flagship Enhanced Dividend Income Portfolio invests in 20 – 25 high-quality, dividend-paying, blue-chip, blue-chip stocks from the S&P 100 and Dow 30.
The Enhanced Dividend Income Portfolio is a five-star rated managed account strategy in the Morningstar option writing category (as of 6.30.19).
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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.
Read: Capital Wealth Planning Hires Veteran Keith Wagner as Director of National Accounts and Institutional Sales
Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson, is proud to announce Keith Wagner joined the firm as Director of National Accounts and Institutional Sales after serving on the firm’s board for six months.
Learn what a covered call is from Capital Wealth Planning’s Founder and CIO, Kevin Simpson.
Watch Kevin Simpson and Jeff Saut’s presentation, “Call Options for Additional Income,” at the MoneyShow Virtual Conference June 2020.