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Why we're different

We proudly differentiate ourselves from typical financial advisors:
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We specialize in retirement planning

A lot of advisors try to be all things to all people - we don't. We focus on helping you make the most of your finances before and during retirement
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We do tax planning

Most advisors aren't willing or able to provide tax planning. ​We offer annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan​
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​Our investment approach is ​grounded in Nobel Prize-winning academic research

We take the best of passive investing and marry it with what's good in active investing
Best of passive investing - Low fees, diversification, simplicity, ignoring the noise
Best of active investing - Drawing ideas from leading academic research to identify reliable drivers of higher expected returns - including small, value, and profitability premiums - and applying Dimensional's systematic yet flexible implementation
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We're independent

​We're a standalone company not affiliated with banks, brokerages, or insurance companies. We don't have to choose between an employer's interests and our clients'
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We're legally held to a fiduciary standard

​It means we put your interest first. With us, you are done questioning the allegiance of your advisor. We represent no one but you. Period.
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Our fees are clear and fair

Octo Capital's only compensation is transparent, quarterly fees from our clients. In other words, we do not receive commissions, performance fees, or kickbacks from fund companies. ​The fees are deducted quarterly from the accounts managed on your behalf. Although our advisory fees are lower than traditional providers for many of our clients, we do not limit client interactions. We're always available to our clients via phone, email, in-office meetings, and web conferences.​
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Your assets are held by an Independent custodian

Have a peace of mind knowing your accounts are held with an established financial institution you can trust. Through our relationship with TD Ameritrade, you will receive monthly statements and annual tax reports directly from TD Ameritrade reflecting all your investment positions and transactions in your account(s).
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We work virtually and in person

We can work with you virtually via web conferences and/or in person

Next Step

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To become acquainted, we offer a cup of coffee and a second opinion entirely without cost or obligation