We Can Help You
to ensure that

• The current generation of the family will be able to retire at its own time and on its own terms, with a high degree of confidence that it will never outlive its income - that its dignity and independence will not be undermined by up to four decades of rising living costs.
• Even as retirement income rises to offset inflating living costs, this generation's capital will continue to grow over time, endowing meaningful legacies to the succeeding generations.
• The children and/or grandchildren of the family will be able to afford the very best education for which they can qualify, without still being saddled with student loans when they themselves have children.
• The current generation will, if necessary, be able to contribute meaningfully to the support of its parents. Moreover, this generation will never become a financial burden to its children, even if extended nursing home stays are required.

Hello, I'm Daniel Shub.

I know how complicated and overwhelming finances can feel, especially when planning for or after retirement.
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It doesn't have to be that way. I can help you make better financial decisions, protect your standard of living and grow your wealth.

Staying ahead of the curve

Our process clears a path to our client's most important goals and helps anticipate and mitigate the risks along the way. We stress-test thousands of different scenarios and provide you with the details of how multiple factors can impact your cash flow and the steps necessary to position you for success. 
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We keep track of your progress with ongoing reviews and adjustments, as needed, to help make sure you're on course to meet your goals.​

Common Sense

Have peace of mind knowing that the investment advice you receive is grounded in Nobel Prize-winning academic research, and most importantly, common sense.

​We use institutional Dimensional Funds available exclusively through approved advisors and the investment strategy previously reserved only for institutions and the wealthiest investors.​

AS SEEN ON & FEATURED IN:

Sustainability Investing (ESG)

Align your environmental views with your portfolio objectives
​while pursuing higher expected returns.

Sustainability Considerations

Emissions Variables

• Greenhouse gas and emissions intensity
• Potential emissions from reserves

Other Environmental and Social Variables

• Land use and biodiversity
• Toxic spills and releases
• Operational waste
• Water management
• Coal
• Land mines and cluster munitions
• Tobacco
• Child labor

Work with OCTO Capital
​Wealth Management

Daniel works individually and discreetly with an intentionally limited number of clients, which allows him to provide the highest level of personal attention to each and every client.​

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