Stifel Advisors

Strategic Partner since 2015

STRATEGIES AVAILABLE:

Stifel | Horizon Platform - Dual Contract

  • Enhanced Dividend Income Strategy (EDI)  |  Inception 2013
  • ETF Hedged Covered Call Strategy  |  Inception 2008

 To learn more or to request a client approved compliant brochure

Disclaimer: This  Stifel link should not be considered to be either a recommendation by Stifel  or a solicitation of any offer to purchase or sell a security.  Stifel is not endorsing the use of our products. Entry level due diligence has been performed by Stifel, 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.