Lee Duckworth

Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making. Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes.

Wealth management is an ongoing process that involves multiple disciplines working together to achieve specific financial objectives. Success depends on three critical factors. Watch our video below to learn more. Additional information, including management fees and expenses, is provided on Capital Wealth's Form ADV Part 2 which is available upon request by emailing us at myadvisor@capitalwealthllc.com.

Capital Wealth Management is a full-disclosure, registered investment advisory firm. We combine our experienced advisors with leading edge technology to serve the small to mid-sized retirement plan market ($2,000,000 - $60,000,000). We work closely with plan trustees to construct an Investment Policy Statement that establishes guidelines and procedures to shield plan trustees and administrators against fiduciary liability.

Over the last decade, investors have experienced extraordinary volatility in the traditional stock and bond asset classes. The current economic environment of low growth, historically low interest rates and a close correlation between asset classes has led our investment team to integrate alternative investment strategies.

We obtain a written Investor Profile to guide us in making decisions that are consistent with your personal objectives, risk tolerance and time horizon. We develop an Account Structure Proposal that identifies the optimal number and type of accounts. We construct an Investment Policy Statement, establishing guidelines for making decisions and create a benchmark for your portfolio.