The Long Term is The Sequential Continuation of Short Term Time Horizons
We are focused on your investment performance and recognize long term goals are accomplished with a continuation of shorter-term achievements. Benefits of compound returns become appreciably constructive over the long term when short term and intermediate term performance is achieved. As your portfolio grows, our fee revenue grows proportionately and linearly.
Covid Has Irrevocably Altered Prudent Portfolio Risk Exposure
The rapid emergence and proliferation of covid demonstrated the prevalence of far-left tail-risk (a.k.a downside risk, black swan risk, or asset pricing risk) being far greater than what could be reasonably modeled prior to 2020. After suddenly plunging in historic fashion during Q1 2020, global equities were resuscitated by unprecedented fiscal and monetary stimulus implemented by federal governments and central banks, respectively. Such stimulus occurred in the form of debt, driving developed-world per capita inflation-adjusted national debts to levels never before assumed. The translation is that policy measures available to counter future economic shocks in the form of pandemics, climate change, war, or other sudden adverse events may be radically limited relative to the means required to support economies and asset prices. Using traditional investing strategies of the past may be insufficient to achieve desired future returns. Strategies implemented by Bespoke TFC Capital are designed with the objective of solving this problem.
Core Competency
We create customized client portfolios with an enhanced level of sophistication, deploying an expansive universe of publicly traded investment instruments, available to all investors, yet predominantly utilized by institutional investors (hedge funds, pension funds, etc.) and portfolio managers for ultra-high-net-worth (UHNW) investor accounts. Incorporating multi-tier solution sets enables enhanced investment strategies to be implemented with the objective of optimizing risk-adjusted returns. Thorough emphasis is placed on long-term, after-tax, compound net returns.
Specialization
We focus on our core competency: structuring client-specific, customized hedged stock/bond portfolios.
For financial requirements outside of the portfolio scope, we can direct you – without charge or referral fees – to recommended accountants, lawyers, bankers and other professionals for ancillary services.
We Do Not Invest In Speculative, Illiquid or Fee-Intensive Assets
We will not invest/speculate in currencies, cryptocurrencies, or illiquid private market assets. While there may be appropriate portfolio exposure to such speculative investments, we will strongly advise against exceeding minor percentage allocations of your net worth in such arenas. Any investments in foreign currencies, cryptocurrencies, or illiquid private market assets will need to be directed outside of the investment portfolio we construct. We will neither seek to be involved with, nor charge fees on any such investments you make outside of our investment universe.
Additionally, we do not invest client assets in high-fee, low-liquidity, opaque annuities, or insurance investments.
Ask Us Questions
Our in-person meetings are overtly transparent, just like our fee structure. Please do no hesitate to ask us any questions pertaining to any elements of the process; no question is too small for your investment capital. We are most comfortable when you are most comfortable.