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2016 Finalist: Capital Wealth Planning

Capital Wealth Planning provides sub-advisory and advisory investment services to high net worth individuals, pensions, profit sharing plans, trusts, estates, charitable organizations, and corporations.

Capital Wealth Planning is an independent, fee-only Registered Investment Advisory firm registered with the Securities and Exchange Commission. CWP provides sub-advisory and advisory investment services to high net worth individuals, pensions, profit sharing plans, trusts, estates, charitable organizations, and corporations. CWP’s strategic focus is concentrated on providing proprietary investment products and services for institutional investment platforms.

CWP realizes that as markets and environments change, the ability to adapt is crucial. CWP specializes in covered call strategy and that allows our firm to focus solely on what we do best; increase the yield of the portfolio.

Above all else, CWP strategic partners and clients are our number one priority and our firm takes that very seriously. CWP’s success is dependent on your satisfaction. A partnership like relationship allows our firm to establish highly personalized sub-advisory relationships, coupled with customized portfolios composed of innovative investment opportunities, which generate monthly cash flow and reduce risk in the client’s portfolio.

For more information, please visit www.capitalwealthplanning.com

Award Category:

  • Asset Managers - ETF Strategists

Finalist Initiative:

  • CWP ETF Hedged Covered Call Strategy

Read more about the WealthManagement.com Awards 2016

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