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

​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

​Please feel free to request a free financial assessment to help you make an informed decision about hiring my firm. I'll apply my expertise to analyze your situation and demonstrate how I answer four critical questions for you:
  1. Are you on track to reach your long-term goals?
  2. How can your plan be improved?
  3. How can your tax bill be reduced?
  4. How can your investments be improved?
AS SEEN ON & FEATURED IN:
​

OCTO CAPITAL​
Wealth Management

NAVIGATE

Home
Free Assessment
Meet Daniel Shub
Services and Pricing
Nobel-Worthy Ideas
Contact
Client Portal

CONTACT

248.731.7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
Secure File Upload
ADV Part 2A
 Legal
©2021 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. 
​We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.