Evidence-Based Investment Philosophy

Grounded in Nobel Prize-winning academic research 

​We apply insights from financial science combined with the Dimensional Fund Advisors investment approach grounded in economic theory and backed by decades of empirical research. ​Octo Capital is one of a select group of firms authorized to invest our client’s funds with Dimensional Fund Advisors (DFA).

Financial Planning

Octo Capital is a Financial Planning Firm specializing in helping people plan for a comfortable retirement

​​Everyone's needs are different. No two clients have the same concerns and challenges when it comes to maximizing and preserving wealth. Some want to ensure they don't outlive their money. Some need to manage income or market volatility. Some need to minimize their tax burdens, while others want to protect a legacy that enriches future generations.

Whether your objectives require a goal-driven investment strategy or more comprehensive wealth management services, I have the expertise and experience your family needs. With just one call, you'll find the financial guidance you need.

Free Financial Assessment

​ A cup of coffee, and a second opinion​

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​We offer, entirely without cost or obligation, an analysis of where a family stands at any given moment in their retirement planning.

​We ask: are you on track to retire when you want to, the way you want to? Are your investments really suited to your long-term retirement goals? Do you know pretty much exactly how much money it's going to take for you to retire comfortably—and stay that way? How can your tax bill be reduced now and in the future?

We don't know anyone who wouldn't benefit greatly from finding out those answers. So we would welcome the opportunity to take you through the process of getting them.

GET STARTED

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