Hedged Financial Advisor: $300,000 - $10 Million Portfolios
Bespoke TFC Capital is a fiduciary, fee-only, CFA registered investment advisor firm that provides the rare financial planning service of customized hedged portfolios that generate additional income with defined downside protection in exchange for capped return potential. Based in Orlando, Florida & The Villages, Florida we serve individuals across the United States with investible accounts of $300,000 - $10,000,000.
Customized Hedged Income & Protection
Your diversified portfolio investments are hedged to align with your retirement planning/retirement investing objectives. We easily explain the investment strategies available, which include covered calls and/or cash-secured puts that are invested for a tax-efficient timeline of 1-2 years. Market terms change on a minute-to-minute basis; below are stock portfolio examples that we previously posted in our Insights section.
Hedged Income & Transparent Fees
You receive hedged income from your customized portfolio for a flat investment advisor fee of 1.0% of assets under management, with no hidden fees. We do not charge a 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.