Platforms & Custodians

How we work with you

A fee-based, Securities & Exchange Commissions Registered Investment Advisory firm, Capital Wealth Planning specializes in managing discretionary strategies. These solutions 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. If your firm isn’t listed, let’s talk.