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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 our 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 high-quality, dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30.

The Enhanced Dividend Income Portfolio has a 5-star Overall Morningstar Rating™ out of 26 funds as of 12.31.21.

The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 26 funds as of 12.31.21.

Managed Account Strategies

Our covered call, 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, as well as tailored overlay strategies based on what’s right for your investors’ risk objectives.

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.Learn More

Catholic Values Enhanced Dividend Income Portfolio

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

Learn More

Hedged ETF Covered Call Portfolio

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

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: Josh Smith on Cheddar News

Markets opened lower as stocks continue to slump on inflation, recession fears. Target shares were in focus as the retailer posted weaker than expected Q1 results, citing higher costs and supply chain shortages. Josh Smith, Co-Portfolio Manager, Capital Wealth Planning joined Cheddar’s Opening Bell to discuss.


Watch: Kevin Simpson on CNBC Overtime

Kevin Simpson joins ‘Closing Bell: Overtime’ to discuss his view on markets and the impact of inflation on retail names, including Walmart.


Watch: Kevin Simpson on CNBC Squawk Box

Kevin Simpson, founder and chief investment officer at Capital Wealth Planning, and Kevin Nicholson, RiverFront Investment Group global fixed income co-CIO, join CNBC’s ‘Squawk Box’ to provide their market outlooks ahead of the open.