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Why Octo Capital? -
01 - Focused on retirement planning.A lot of advisors try to be all things to all people - we don't.
We focus on helping you make the most of your finances before and during retirement. |
02 - Tax planning.Most advisors aren't willing or able to provide tax planning. We offer annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan.
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03 - Independent Fiduciary.We have a legal, fiduciary duty to put your interests ahead of our own. Without the financial incentive to generate more trades or sell higher margin products, or the limitations of only having the firm's approved investment offerings. We are free to use any fund or investment product that we feel is best for you.
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04 - Philosophy.Our philosophy is grounded in Nobel Prize-winning academic theory and has decades of research to support it. The deeper you dive into our story, the more compelling our philosophy. The benefits for you: peace of mind, and better odds of long-term investing success.
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05 - Fees are transparent and fair.Our flat fee is simple, transparent, and includes no incentive to do anything that isn't for your benefit. The amount is based on the complexity of your financial situation and the services we provide, not on the amount of assets you have. We know from experience that it does not cost a firm more to manage a portfolio of $4,000,000 than a portfolio of $2,000,000. Why, then, should clients pay more to receive the same services? Before you engage our services, we will agree on a fair fee, which will be deducted quarterly from the accounts we manage on your behalf.
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06 - Custody.As an independent advisor, we use a third-party custodian (TD Ameritrade) to serve as the safe-keeper of your investments. TD Ameritrade is responsible for ensuring that your money is in a separate account under your name, with us only having the limited authority to manage the account on your behalf. You have full access via website and phone and receive regular statements, trade confirmations, and other information about your account directly from your custodian.
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07 - We work virtually and in person.
Our priority is to be available when you need us, both in person, over the phone, and electronically,
to provide you with timely advice and respond promptly to your needs.
to provide you with timely advice and respond promptly to your needs.
