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Focused strategies with high-quality, dividend-paying stocks.
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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.
For Investors
For Advisors

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 has a 5-star Overall Morningstar Rating™ out of 48 funds as of 06.30.21.

The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 48 funds as of 06.30.21.

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

ESG Enhanced Dividend Income Portfolio

A portfolio committed to managing separate accounts in accordance with SRI and ESG Investment Policy guidelines adhering to values-based investing.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.
News

WATCH: Kevin Simpson on CNBC’s Squawk Box

Kevin Simpson and Joe Terranova, Vitrus Investment Partners, joins ‘Squawk Box’ to discuss Robinhood’s stock action, if it has a long-term growth potential, and why some stocks are lower despite reporting decent numbers in their earnings report.

(Note this may require a CNBC Pro subscription to view the whole clip)

Lindsay White August 5, 2021