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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

Accolades

Companies you know. Products you use.

Our flagship Enhanced Dividend Income Portfolio invests in 20 – 25 high-quality, dividend-paying, blue-chip, blue-chip stocks from the S&P 100 and Dow 30.

The Enhanced Dividend Income Portfolio is rated #1 among 34 managed account strategies in the Morningstar option writing category based on a five-year return as of (6.30.19).

The Enhanced Dividend Income Portfolio is a five-star rated managed account strategy in the Morningstar option writing category (as of 6.30.19).

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: Consumer sentiment tumbles in March amid coronavirus fears

Northwestern Mutual Wealth Management Chief Investment Strategist Brent Schutte and Capital Wealth Chief Investment Officer Kevin Simpson joins Yahoo Finance’s Seana Smith on The Ticker to discuss U.S. consumer sentiment amid the coronavirus outbreak.

Lindsay White March 14, 2020
News

Listen: Kevin Simpson and Jeff Saut on MoneyShow Webinar

Kevin Simpson and Jeff Saut, in partnership with the MoneyShow, recently hosted a webinar.  Download the full webinar below.   You will be able to hear a recap on the markets, our outlook for 2020 and listen in as they discuss alternative investment styles.

Lindsay White February 21, 2020