CAPITAL WEALTH PLANNING ANNOUNCES THE 10TH ANNIVERSARY OF ITS FLAGSHIP STRATEGY, ENHANCED DIVIDEND INCOME PORTFOLIO
Capital Wealth Planning’s Founder and Chief Investment Officer, Kevin Simpson, proudly announces the firm’s Enhanced Dividend Income Portfolio has successfully reached a historic 10th-anniversary milestone. The Enhanced Dividend Income Portfolio features a domestic equity portfolio of approximately 20-30 large-cap blue-chip companies primarily from the S&P 100.
READ: George Raffa has joined the firm’s Advisory Board
Capital Wealth Planning (CWP) is pleased to announce that George Raffa has joined the firm’s Advisory Board. Bringing more than 40 years of investing and financial services industry experience.
Ranked Number One in Option Writing by Morningstar™
Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson, is proud to announce the firm’s Enhanced Dividend Income Portfolio (EDIP) SMA (separately managed account) strategy maintained its number one ranking in the Morningstar™ option writing category out of 32 Option Writing SMA Managers. This ranking is based on a five-year time period as of September 30, 2019.
Capital Wealth Planning’s Enhanced Dividend Income SMA Strategy Ranked Number One in Option Writing Category by Morningstar™
NAPLES, Fla., June 21, 2019 Press Release – Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson proudly announced the firm’s Enhanced Dividend
Capital Wealth Planning – Ranked in Top 50 of Fastest Growing RIA’s in the Country
Capital Wealth Planning, LLC (“CWP”) was recognized in Financial Advisor Magazine’s 2018 RIA Survey & Ranking as one of the top 50 fastest growing SEC registered investment advisors in the country