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Jeffrey Saut

Chief Investment Strategist

Capital Wealth Planning

Jeffrey Saut is chief investment strategist for Capital Wealth Planning. Mr. Saut made a name for himself in the industry grounded in his decades of experience and insightful perspective. Prior to affiliating with CWP, Mr. Saut was Raymond James' chief investment strategist and a managing director of the firm's Equity Research department.

Capital Wealth Planning

Speaker Schedule

Thursday, June 11, 2020 - 5:20 pm to 5:50 pm EDT Call Options for Additional Income Focus: OPTIONS

Kevin Simpson's investment advisory firm, Capital Wealth Planning (CWP), is at the forefront of covered call strategy implementation. CWP's proprietary covered call portfolios, the Enhanced Dividend Income Portfolio (EDIP) and the Hedged ETF Covered Call Portfolio, are their flagship strategies. In November 2019, CWP's EDIP separately managed account (SMA) was ranked #1 in the Morningstar™ option writing category out of 32 option writing SMA managers based on a five-year time period. Mr. Simpson says the secret is their tactical option writing style. CWP monitors each portfolio's underlying holdings to identify opportunities to sell options and capture potential upside. In addition, CWP invests in high-quality blue-chip stocks to minimize potential risk.


For questions please contact our Client Relations Team at 800-970-4355 or 941-955-0323.

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