Charles Schwab Advisors

Available since 2012

STRATEGIES AVAILABLE:

Schwab | Marketplace Platform - Dual Contract

  • Enhanced Dividend Strategy (ENHDIV) | Inception 2013

  • ETF Hedged Covered Call Strategy | Inception 2008

  • Concentrated Overlay Strategy

 To learn more or to request a client approved compliant brochure

Disclaimer: This Charles Schwab link should not be considered to be either a recommendation by Charles Schwab or a solicitation of any offer to purchase or sell a security.  Charles Schwab is not endorsing the use of our products. No analyst 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.