Managed Account Strategies

Enhanced Dividend Income Portfolio

CWP’s Enhanced Dividend Income portfolio (EDIP) is an equity portfolio made up of mega cap, high quality, blue chip stocks that is diversified across the traditional 10 S&P 500 sectors. The allocation is strategically designed to deliver income by tactically selling short-term covered calls against 30-60% of the underlying holdings to generate additional income.Learn More

ESG Enhanced Dividend Income Portfolio

Capital Wealth Planning is committed to and capable of managing separate accounts in accordance with SRI and ESG Investment Policy guidelines that adhere to values based investing. CWP’s portfolio monitoring and compliance procedures are designed to assist the firm in observing the investment policies and restrictions that govern a client’s account including specific holdings exclusionary list.Learn More

Hedged ETF Covered Call Portfolio

CWP’s ETF Covered Call Portfolio is designed as a risk management strategy, which means, as the market moves appreciably higher, the resulting risk-reward from market exposure declines as the relationship is inversely correlated. Risk management is one of the most underutilized techniques on the street, as it is unfashionable or not attractive to not be ‘all-in’ the market as it makes new high after new high.Learn More