Investment Advisor Institute, 840 111th Ave N, Naples, FL 34108, US

Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm based in Naples, FL. They specialize in managing discretionary strategies and offer access to institutional wealth management platforms through separately managed account solutions. Their flagship Enhanced Dividend Income Portfolio invests in dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30, and has received a 5-star Overall Morningstar Rating. With a focus on providing value to investors, Capital Wealth Planning offers managed account strategies on institutional wirehouse and regional broker-dealer WRAP platforms, as well as an ETF solution. They also offer specialized portfolios, such as the Catholic Values Enhanced Dividend Income Portfolio, which manages accounts in accordance with faith-based investment guidelines, and the Hedged ETF Portfolio, designed as a risk management strategy. Their investment strategies are managed at various regional broker-dealers and institutional wire house SMA platforms.Generated from the website

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