AS SEEN ON & FEATURED IN:
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OCTO Capital offers the experience, sophistication, and investment acumen to address some of the most complex challenges individuals face before and after retirement. We serve our clients as their lifelong advisors, bringing them effective and thoughtful solutions ranging from investments and insurance to retirement and wealth planning.
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WE MAKE RETIREMENT SIMPLE |
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Our profound experience working with retirees and pre-retirees gives us a deep understanding of the financial challenges they face. This includes investment management in the distribution phase of their life, income needs, taxation, health care, longevity risk, generational wealth, and charitable planning.
We simplify our clients' lives and help them make more confident decisions so they can focus on the things that are important to them.
Your life and your retirement goals are unique. Your investment and financial plans should be, too. At the heart of our philosophy is one essential thing: you. Our main priority is to help you achieve your goals.
We simplify our clients' lives and help them make more confident decisions so they can focus on the things that are important to them.
Your life and your retirement goals are unique. Your investment and financial plans should be, too. At the heart of our philosophy is one essential thing: you. Our main priority is to help you achieve your goals.
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WHY OCTO CAPITAL?
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FiduciaryBy law, we are held to a fiduciary standard and must act in the best interest of our clients at all times. This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.
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Sensible Transparent FeesWe know that it does not cost a firm much more to manage a $2 Mil. portfolio than a portfolio of $500,000. That is why we capped our advisory fee. It is simple - 1% annually on the first $800,000 managed, no fees (0%) above $800,000.
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We Specialize in Retirement PlanningRetirement income and cash flow planning. Tax-efficient withdrawals - coordination of income sources to reduce tax liability. Asset location - strategic placement of assets to optimize tax efficiency. Tax-Loss Harvesting, Roth IRA conversions, Employee Benefits. Social Security and Pension options, 401(k)/403(b) considerations. Insurance. Healthcare. Wealth Transfer recommendations, and much more.
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Evidence-Based InvestingEvidence-Based Investing is our way of investing based on Nobel Prize-winning research, academic evidence, and, most importantly, common sense.
Our clients gain access to an investment strategy previously reserved only for institutions and the wealthiest investors, and exclusive low-cost institutional mutual funds available through independent wealth advisors approved by Dimensional and aren't available to the general public. |
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Retirement Planning Services
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Investment Management |
Retirement Income |
Retirement Planning |
Social Security Timing |
Tax Planning |
Optimizing Insurance |
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Have peace of mind knowing your money stays with established institutions you can trust:
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