Over 20 Years of Investing Experience
Bespoke TFC Capital was founded as a fiduciary investment advisor firm by Ron Dedesko, CFA after amassing 20 years of institutional investing experience consisting of hedge fund investing, pension fund investing, and institutional investment sales.
The motivation for Bespoke TFC Capital is to provide more individuals with customized hedged portfolios, beyond the historic base of ultra high-net-worth (UHNW) investors. These enhanced portfolios have the potential to generate superior risk-adjusted returns, via downside protection and additional income generation.
Our name reflects our differentiated approach. Bespoke identifies the customization of each client portfolio. TFC stands for 'Twenty-First Century', which highlights our contemporary fiduciary investment advisor service for individuals in Lake Nona, Orlando, the Villages, Florida and across the U.S.
Ron began his career in 2002 and has held the investment management industry's most rigorous global designation of Chartered Financial Analyst (CFA) Charterholder since 2005.
Low Fee = Higher Net Returns For You
Most people are unaware of the layer of fees their capital pays when they invest with a traditional financial advisor.
A cornerstone of our fiduciary investment advisor value proposition is to minimize total fees you pay, so you keep more of your capital. We believe our value proposition is unparalleled.
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.
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 brokerage firm with over $150 Billion in assets, which holds your assets in custody. You transfer funds into your account, held in your name, where we only implement investments on your behalf. This enhanced security measure ensures you maintain complete ownership of your assets in your name 100% of the time.
