Differentiated Investing Approach

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Bespoke TFC Capital is a fiduciary investment advisor firm that operates completely differently than almost every other existing advisor option available to individual investors with $100,000 to $10,000,000 of portfolio investments. Our unique investment platform provides:

Most investors are unaware of the layers of fees their investment capital pays. A cornerstone of Bespoke TFC Capital is to minimize total client fees payable, so that you keep more of your money to appreciate over time.

We charge just a flat 1.0% fee without hidden fees, sales commissions or performance fees. Our fiduciary interests are aligned with your goals: as your personal, curated risk-appropriate portfolio grows, our revenue stream grows.

We are a fee-only fiduciary advisor and can quantitatively demonstrate to you how our model translates to potential value for your investments. We neither receive commission dollars nor trading revenues. 

Additionally, and importantly, we do not delegate your investments to funds that covertly consumer additional fees from your capital, such as annuities, life insurance, mutual funds, etc. 

As your portfolio grows, our fee revenue grows. 

Even though we provide more sophisticated, potentially value-enhancing institutional-grade hedged equity investment strategies, we do not charge any performance fees. Our interests are aligned: the more you succeed, the more we succeed, in a directly linear fashion.

We streamline fees because small annual incremental costs and associated underperforming returns have a shockingly large impact on long-term goals. 

Albert Einstein is said to have called the impact of compounding interest the most powerful force in the universe. The reference impact is illustrated below. 

Our craftsmanship-rigorous client portfolios are more time intensive for us to implement, given that each client has a unique portfolio rather than a conventional 'off-the-shelf' offering, though Bespoke TFC (Twenty-First Century) Capital is focused on endeavoring to optimize client long-term returns, which consists of seeking to maximize intermediate-term returns and minimize client fees. 

To learn more about our differentiation, please continue to our Equity (Stock) Hedging,  Investment Process, and Portfolio Construction sections.