Capital
Wealth Planning

Direct access to the minds behind the money.

Capital
Wealth Planning

Direct access to the minds behind the money.

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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.

Ratings

Companies you know.
Products you use.

Our flagship Enhanced Dividend Income Portfolio invests in 20 – 30 high-quality, dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30.

The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 26 funds as of 03.31.22.

Managed Account Strategies

Our SMA strategies are offered on institutional wirehouse and regional broker-dealer WRAP platforms at a price point where investors receive value. We also offer an ETF 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 allocation is strategically designed to deliver income by tactically selling short-term covered calls.

Catholic Values Enhanced Dividend Income Portfolio

A portfolio committed to managing accounts in accordance with faith-based investment guidelines

Hedged ETF Portfolio

Designed as a risk management strategy – as the market moves appreciably higher, the resulting risk-reward from market exposure declines.

Managed Account Platforms

Capital Wealth Planning is an SEC fee-based Registered Investment Advisory firm. We specialize in managing discretionary strategies that are available to institutional wealth management platforms through separately managed account solutions. Currently, our investment strategies are managed at the following regional broker-dealers and institutional wire house SMA platforms. To get additional information on the platform and strategies available, click on your firm.

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: Kevin Simpson Comments On The Market Dip In CNBC

Watch: Kevin Simpson
On Yahoo Finance

Watch: Kevin Simpson
On CNBC