Rare Financial Advisor Service for Wealth Management
Bespoke TFC Capital is an independent, fee-only, fiduciary financial advisor firm with CFA Charterholder leadership.
Our rare financial planning service consists of customized hedged income strategies designed to generate additional stock income with defined downside protection in exchange for capped upside potential.
Based in Orlando, Florida, we serve all U.S. residents, and provide full portfolio service for accounts of $300,000 - $10,000,000. For those who self manage the majority of their wealth, we can provide partial portfolio service for $100,000+.
Full portfolio service includes hedged commodity investments that generate additional yield, and direct fixed-income investments (consisting of U.S. treasuries and highly rated corporate bonds) to save you the cost of hidden bond fund fees.
Customization For You
Your diversified portfolio investments are hedged to align with your retirement planning/retirement investing objectives.
We easily explain our financial advisor investment strategies available, which include covered calls and/or cash-secured puts. By extending the investment horizon to 1-2 years, the strategy becomes tax-efficient, and the elevated income received serves as a buffer of downside protection in the event that portfolio investments fall.
Market terms change on a minute-to-minute basis; below are stock portfolio examples that we previously posted in our Insights section.
Hedged Income with No Hidden Fees
You receive hedged income from your customized portfolio for a flat financial advisor fee of 1.0% of assets under management, with no hidden fees and no performance fees for hedging, which enables you to keep more of your returns.
Insights
Hedged portfolio terms illustrated above are reflective of a $1 Million portfolio as of January 2026. Terms change on a minute-by-minute basis and are subject to market conditions. Based upon the time of investment, the maximum available investment timeline is 18-24 months.