Capital Wealth Planning Recognized as Top Guns Manager


Capital Wealth Planning Recognized as Top Guns Manager

by Informa Investment Solutions

Naples, Florida

February 2016 – Capital Wealth Planning today announced that is has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database for its Global Balanced Universe for the CWP Covered Call Strategy.

“We couldn’t be more proud of our trading team.  2015 was a challenging year for many investment managers, our impressive risk-adjusted returns certainly helped our clients.” said Kevin Simpson, Founder and Chief Strategist at Capital Wealth Planning.  “Considering how well we’ve weathered volatility at the start of the year, I can’t wait to see how nicely we do in 2016.”

Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.

Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time.  Capital Wealth Planning was named a Top Gun with a 5-Star Rating.

To earn 5-Stars, strategies must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS. 

Additionally, CWP was also ranked as top ten performer in the Global Balanced Universe, based on returns for the trailing 12-months.

“2016 has been a very rocky road for equities, and the volatility is likely to stick with us for a while. Bad news has dominated markets to begin the year and we don’t know when sentiment will swing the other way. At Capital Wealth Planning, we believe that solid fundamental dividend investing and prudent hedging strategies will never go out of style,” Simpson continued.

"The PSN Top Guns ranks products in six proprietary star categories in over 50 universes," said Leno Toich, Managing Director of Informa Investment Solutions. "This data-driven award recognizes elite performers on the leading investment manager database in North America and provides high-level exposure to hundreds of institutional clients and investors across our platform.”

The complete list of PSN Top Guns and an overview of the methodology can be located on

About Capital Wealth Planning

Capital Wealth Planning is a fee-only Investment Advisory Firm based in Naples, Florida.  The firm has been building and managing proprietary income-oriented portfolios since 2005.  CWP exists at the forefront of implementing covered call strategies with their ETF Income Portfolio, Enhanced Dividend Portfolio and Covered Call Overlay Service.  The methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash-flow.

Account inquiries should be directed to Kevin Simpson at 239-593-2100 or  For additional information, please visit

About Informa Investment Solutions

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools for business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports for companies worldwide. For more information, please visit and follow