Octo Capital - Independent Fiduciary Financial Advisor in Bloomfield, Bingham Farms Michigan
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Ph: 248-731-7729
Welcome to Octo Capital Wealth Management

Planning for retirement
​or already retired?

We specialize in helping our clients reduce taxes,
invest smarter, retire, and stay retired on their terms.
AS SEEN ON & FEATURED IN:​
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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​.

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.

​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.​

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.

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.

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.

Next Step

To become acquainted, we offer a cup of coffee and a second opinion
​entirely without cost or obligation.
Get Started
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​Telephone: 248-731-7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
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​©2022 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.
  • Home
  • Services
    • Services & Pricing
    • Investment Management
    • Financial Planning
    • Tax Planning
    • Fiduciary
    • Nobel-Worthy Ideas
    • Videos
  • About
  • Contact
  • Client Portal