Investment Strategies
Bespoke TFC Capital provides the rare financial advisor strategies of customized covered calls & cash-secured puts for stocks and commodities. Don't worry if these terms are new to you! We explain our financial planning strategies in simple language and with easy-to-understand examples so you can appreciate the powerful potential of tax-efficient, hedged income investing with 1-2 year investment horizons. When we meet with you in our home markets of Orlando, Florida or The Villages, Florida - or even potentially in person across the United States - we will provide specific examples of how we aim to optimize your investing for retirement planning or retirement. Various portfolio strategies may include one or all of the following:
#1: Maximum Income
#3: Greater Protection
#2: Growth Potential
Strategy: Covered calls (at-the-money)
#2: Growth Potential
#3: Greater Protection
#2: Growth Potential
Strategy: Covered calls (out-of-the-money)
#3: Greater Protection
#3: Greater Protection
#3: Greater Protection
Strategy: Cash-secured puts
How We Are Different from Traditional Financial Advisors
Our Benefits vs. Covered Call Funds
#1: Greater Income
We extend hedged horizons from 1 month to 13-24 months, to generate greater covered call income
#2: Downside Protection
Enhanced covered call income provides an elevated buffer of downside protection if investments fall
#3: Tax Minimization
#3: Tax Minimization
Extending hedged investment horizons beyond 12 months reduces your federal capital gains taxes as much as 20%
Our Benefits vs. Structured Notes
#1: No Contingencies
#1: No Contingencies
Contingencies mean that promised income and/or protection disappear during certain market conditions
#2: No Autocall Risk
#1: No Contingencies
Autocall features are bank buy-back provisions that reduce your promised profit potential
#3: Superior Terms
#3: Superior Terms
We eliminate hidden middleman fees, which translates to better investment terms for you
#1: Rare Hedged Investing Experience
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction