Stifel Nicolaus

Available Since 2015

Strategies Available:

Stifel | Horizon Platform – Dual Contract

  • Enhanced Dividend Income Strategy (EDI) | Inception 2013
  • ETF Hedged Covered Call Strategy | Inception 2008

Disclaimer: This Stifel link should not be considered to be either a recommendation by Stifel or a solicitation of any offer to purchase or sell a security. Stifel is not endorsing the use of our products. No analyst has currently been assigned to our strategies. Advisors should complete their own due diligence before hiring Capital Wealth Planning, LLC as a third party money manager.

To learn more or to request a client approved compliant brochure.

  • This field is for validation purposes and should be left unchanged.