Strategic Partner since 2014
Girard | Managed Account Platform - Assets Custody at Charles Schwab - Dual Contract
- Enhanced Dividend Strategy (ENHDIV) | Inception 2013
- ETF Hedged Covered Call Strategy | Inception 2008
- Concentrated Overlay Strategy
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Disclaimer: This Girard link should not be considered to be either a recommendation by Girard or a solicitation of any offer to purchase or sell a security. Girard is not endorsing the use of our products. Entry level due diligence has been performed by Girard, but there is no analyst that has currently been assigned to our strategies. Advisors should complete their own due diligence before hiring Capital Wealth Planning, LLC as a third party money manager.