CFA Investment Advisor: 20 Years of Institutional Investing
Bespoke TFC Capital was founded as a fee-only (zero-commission) fiduciary investment advisor firm by Ron Dedesko, CFA (Chartered Financial Analyst since 2006) after amassing 20 years of institutional investing experience consisting of hedge fund investing, pension fund investing, and institutional investment sales for direct investments exceeding $12 Billion.
The Bespoke TFC Capital motivation is to provide more individuals with customized hedged portfolios, beyond the historic base of ultra high-net-worth (UHNW) investors. Our streamlined focus enables us to provide portfolios with hedged income and downside protection to clients with portfolios of $300,000 to $10,000,000.
Our name reflects our differentiated approach. Bespoke identifies the customization of each client portfolio. TFC stands for 'Twenty-First Century', which highlights our contemporary investing for individuals in Orlando, The Villages, Central Florida and across the United States.
Ron began his career in 2002 and has held the investment management's premiere designation of Chartered Financial Analyst (CFA) Charterholder since 2006.
Account Security: Your Funds Never Transfer To Us
We are focused on providing you with the utmost confidence in your wealth management plan and in your account security. Your funds never transfer to us. You open an account in your name with an FDIC-insured custodian brokerage firm with over $500 Billion in client assets, which holds your assets in custody. You transfer funds into your account, held in your name, where we implement investments on your behalf. This enhanced security measure ensures you maintain complete ownership of your assets in your name 100% of the time.
Transparency
Transparency is paramount. We want you to understand exactly what you are invested in. Your portfolio is unique to you, and you can log into your account at anytime to view your holdings and confirm market value.
Your investments consist exclusively of publicly traded, exchange-listed assets. We do not invest client capital in fee-intensive, illiquid, opaque private markets, life insurance or annuities.
Surprising Benefits of Accessing All Wall Street Research
Individual investors are shocked to learn that stock market research reports can vary substantially amongst the biggest, most resource-rich, multi-billion-dollar investment companies.
To eliminate single firm bias, we access stock market forecasts from all major Wall Street firms.
Furthermore, we acknowledge that the business models of major investment companies require them to possess an upward positive bias, even though the stock market (S&P 500) falls during approximately 30% of years.
Our customized hedged portfolios - with significant hedged income and stock investment protection - do not necessarily require your investments to materially rise in order to potentially earn significant returns.
