Very few people realize that most financial firms limit the investment choices their financial advisors have access too. Normally, an advisor who works with a large brokerage firm can offer mutual funds, stocks, bonds and exchange traded funds. However, when it comes to financial tools like life insurance or annuities or even separately managed accounts, their availability is limited.
At OCTO Capital, LLC, we are independent and operate in an "Open Source" arrangement. That means we have access to everything a big brokerage firm has (mutual funds, stocks, bonds, exchange traded funds, etc.), and we also have access to everything that insurance firms provide.
In a rare event that they do offer something like that, your options are limited to one or two companies vs. the hundreds that we have access to.
When your choices are limited to certain tools, you have to recognize that you are limiting your outcomes.
At OCTO Capital, LLC, we believe in independent open source approach, so we can best craft your financial strategy.