Strategies: Covered Calls & Cash-Secured Puts

Bespoke TFC Capital provides the rare financial advisor service of customized covered calls & cash-secured puts. Don't worry if these terms are new to you! We explain the 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 portfolio investing. Various portfolio strategies include:

1. Maximum income: covered calls (at-the-money)

2. Income with higher return potential: covered calls (out-of-the-money)

3. Income with greater downside protection: cash-secured puts 

4. Combinations of all three strategies

Customized hedged portfolios, consisting of diversified covered calls & cash-secured puts, require 3 variables that are difficult for most financial advisors to solve for: