Capital Wealth Planning

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.

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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 5-star Overall Morningstar Rating™ out of 31 funds in the Derivative Income Category as of 3.31.2026.

© 2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This rating is as of 3/31/2026. There was no direct compensation provided in connection to receiving this rating. However, a fee was paid in order to advertise it on this site and other documents. Past performance is no guarantee of future results. The Morningstar Rating™ for separate accounts, commonly called the star rating, is a measure of a separate account’s risk-adjusted return, relative to other separate accounts in the same Morningstar Category. Separate accounts are rated from 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star. Separate accounts are rated for up to three periods (three, five, and 10 years), and ratings are recalculated each quarter.

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

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.