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Raymond James

Raymond James

STRATEGIES AVAILABLE:

AMS | RJCS Platform – Single Contract

  • Enhanced Dividend Income Portfolio (ENHDIV) | Inception 2013
  • Growth & Income Portfolio (GRINCC) | Inception 2017
  • Catholic Values Enhanced Dividend Income Portfolio (CVEDI) | Inception 2013
  • Tactical Transition Strategy (CEND & CGRCC) | Inception 2013
Download the Custom Transition Strategy Form

Download the Custom Transition Strategy Form

Disclaimer: This should not be considered to be either a recommendation by RJA or a solicitation of any offer to purchase or sell and security. Advisors should complete their own due diligence before hiring Capital Wealth Planning, LLC as a third party money manager.

Managed Account Platforms

Benjamin F. Edwards & Co.
Charles Schwab
Envestnet
Fidelity
Janney
LPL Financial
MORGAN STANLEY
Raymond James
RBC
R.W. Baird
Stifel Nicolaus
Truist
Wells Fargo Advisors

Please fill out the provided form to learn more or to request a client approved compliant brochure.

We Look Forward to Becoming Your Trusted Partner!

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