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Investment Management & Financial Planning for Retirees & Pre-retirees
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As Featured In & Seen On:
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What We DoAt OCTO Capital Wealth Management we specialize in investment management and financial planning for retirees and pre-retirees.
We are committed to the financial planning process as a precursor to asset management. The firm's philosophy is centered around an evidence-based investing grounded in Nobel Prize-winning academic research, tax management and fair dealing with clients. As an independent firm, we represent our clients rather than any particular company and we adhere to the highest legal and ethical standard of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests. |
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How We Do-It
Because we are a truly independent wealth management firm, we help to protect our client’s financial peace of mind by clearly separating custodian and advising duties. We selected TD Ameritrade Institutional to serve as the custodian for the accounts that we manage on your behalf. The accounts are always held in your name. You grant us limited power of attorney to execute transactions on your behalf. You will have online access to your accounts as well as independent monthly account reports from the custodian.
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Our firm has established a relationship with Dimensional Fund Advisors, an investment management firm based in Austin, TX. Established in 1981, Dimensional and its affiliates manage approximately $586 billion in assets globally as of March 31, 2018, and offers funds to individual investors through a select network of fee-only financial advisors.
We strongly believe this relationship can help address your financial objectives and help you pursue an even more successful investment experience. One of our explicit goals is to assist clients in achieving outstanding investment results using disciplined, well-established practices. Dimensional’s strategies are grounded in the research of leading financial economists. The firm's broadly diversified portfolios, consistent investment approach, and trading expertise seek to provide low expenses and turnover. Learn more > |
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We receive no compensation from TD Ameritrade or Dimensional.
