Rare Financial Advisor Service
Bespoke TFC Capital is a fee-only (zero commission) fiduciary financial advisor firm, with CFA Charterholder leadership and 25 years experience.
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.
Below are stock portfolio examples that we previously posted in more detail to our Insights section. Terms change daily on a minute-to-minute basis.
Customized Upside Potential with Downside Protection
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.
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 stock and commodity investments that generate additional income, and direct fixed-income investments (consisting of U.S. treasuries and highly rated corporate bonds) that save you the cost of hidden bond fund fees.
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.