CFA Leadership: $12 Billion of Investments over 20+ Years
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 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 enable us to reduce the historic qualifying threshold for enhanced hedged portfolios from $20,000,000 to $200,000.
Customized hedged portfolios have the potential to generate superior risk-adjusted returns tailored for specific client needs, via significant hedged income and stock investment protection.
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, Florida and across the United States, whom we can travel to meet with.
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.
Lower Fees = 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 enhanced fiduciary investment advisor service is to minimize total fees you pay, so you keep more of your capital. Our flat fee, equal to 1.0% of assets under management, provides you with a customized hedged portfolio and the elimination of hidden fees. We believe the Bespoke TFC Capital value proposition available to you 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 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.
