Capital Wealth Planning is an independent, fee-only Registered Investment Advisory firm regulated by the Securities and Exchange Commission. The firm has been building and managing private portfolios since 2005. Our focus is working with like-minded investment advisors in a sub-advisor capacity.
We realize that as markets and environments change, the ability to adapt is crucial. Recent history has shown us that the ?buy and hold? strategy so widely used in the past, is no longer acceptable. Capital Wealth Planning exists at the forefront of implementing covered call strategies on ETFs.
Above all else, our strategic partners are our number one priority and we take that very seriously. Our success is dependent on your satisfaction. A partnership philosophy allows us to establish highly personalized sub-advisory relationships, coupled with customized portfolios of innovative investment opportunities designed to generate monthly cash flow while reducing risk in your client?s portfolios.