Capital Wealth Planning Re-Opens its Concentrated Stock Covered Call Overlay Strategy

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Capital Wealth Planning, LLC (CWP), one of the most specialized independent third-party money managers in the country that focuses on covered call writing strategies has announced that it will re-open its Concentrated Stock Overlay Service.

The Covered Call Overlay Strategy seeks to provide a modest income stream through covered call writing on existing concentrated equity positions.

Many High Net-Worth Investors may have significant exposure to particular stock positions that they are precluded from selling for a variety of reasons. CWP's Concentrated Stock Covered Call Overlay can help investors monetize the volatility of these concentrated equity holdings by selling out-of-the-money call options on the underlying securities. CWP's investment program can generate a modest additional income stream, supplementing the total return of the underlying security.

CWP provides a high level of service. Financial Advisors and their clients have direct access to the firm's principals and portfolio managers.

For more information, please visit www.capitalwealthplanning.com. For media requests, please contact Kevin Simpson at 239-593-2100 or ksimpson@capitalwealthplanning.com.

This story is contributed by a member of the Naples community and is neither endorsed nor affiliated with Naples Daily News

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