Managed Account Strategies


SMA Strategies

 Our covered call SMA strategies are offered on institutional wire house and regional broker-dealer WRAP platforms at a price point where investors receive value.



CWP, as a sub-advisor, has teamed up with Amplify ETFs to bring investors an exclusive rising dividend and tactical covered call strategy packed into an ETF. DIVO tracks EDIP and pays monthly distributions.  

Option Overlay

Looking for a tailored overlay strategy for your portfolio? View our list of strategies and determine what is right for your risk objectives.