OCTO Capital is an investment advisory firm providing investment management and financial planning to an intentionally limited number of clients planning for retirement or already retired.

AS SEEN ON & FEATURED IN:

My commitment to my clients is simple: I'm going to care about you, and be more personally devoted to your financial success, than anyone in the world who doesn't have your last name. 
​- Daniel Shub.

​The principal, Daniel Shub, directly handles client portfolios and financial planning. Our services designed 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.

Unlike large Wall Street firms, instead of pitching ever-changing investment products and attempting to predict the future, at the heart of our philosophy is one essential thing: you.

We don't work on commissions

By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times.

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 low-cost institutional Dimensional Funds available exclusively through approved advisors and the investment strategy previously reserved only for institutions and the wealthiest investors.

Focus and explore

We'll focus on your goals and explore "what if" scenarios.
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.

This illustration is hypothetical and does not represent an actual client portfolio.

Staying ahead of the curve

Our process clears a path to our clients' 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 are accepting new clients by referral or invitation only.