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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.
The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 26 funds as of 09.30.22.
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
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
