Rare Investment Advisor Service
Bespoke TFC Capital is a fiduciary, fee-only registered investment advisor firm that provides individuals with customized hedged portfolios that generate additional income and defined downside protection, in exchange for capped return potential. We serve client accounts of $300,000 - $10,000,000 nationally across the U.S. and regionally throughout Central Florida, from Orlando to The Villages and Tampa.
Customized Hedged Income & Downside Protection
Your diversified portfolio investments are hedged to align with your objectives. Before you consider investing, we meet with you to easily explain the tax-efficient investment strategies available, which include long-term covered calls and/or cash-secured puts. Market terms change on a minute-to-minute basis; below are examples that we previously posted in our Insights section.
Transparent Low Fees
You receive additional hedged income from your customized portfolio for a flat investment advisor fee of 1.0% of assets under management. We do not charge a performance fees for hedging, which enables you to keep more of your returns.
Insights
Hedged portfolio terms illustrated further above on this page 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, specifically future expected stock volatility.