Capital Wealth Planning
@capitalwealthplanning.com
Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies.
Capital Wealth Planning's Company Logos
Capital Wealth Planning's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#017EAE
Deep Cerulean
1, 126, 174
197, 99, 34
99, 28, 0, 32
#B6E3D4
Jagged Ice
182, 227, 212
160, 45, 80
20, 0, 7, 11
#32373C
Outer Space
50, 55, 60
210, 9, 22
17, 8, 0, 76
About Capital Wealth Planning
Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm that specializes in managing discretionary strategies. With direct access to the minds behind the money, investors and advisors can rely on their expertise to help them make informed financial decisions. Capital Wealth Planning offers a range of products and services to cater to different investment goals.
Their flagship product, the Enhanced Dividend Income Portfolio, invests in dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30 indices. This portfolio has received a 5-star Overall Morningstar Rating™, highlighting its performance and quality. Additionally, they offer the Catholic Values Enhanced Dividend Income Portfolio and the Hedged ETF Portfolio, tailored to specific investment strategies.
Capital Wealth Planning's strategies are available on various institutional wealth management platforms through separately managed account solutions, ensuring accessibility and flexibility for investors. Stay updated with their insights and market analysis through their news section, where their strategists, portfolio managers, and executive team share valuable information
