Dimensional Fund Advisors (DFA)

Our firm has established a relationship with Dimensional Fund Advisors (DFA), an investment management firm based in Austin, TX with offices across the globe. ​​

Established in 1981, Dimensional and its affiliates manage approximately $609 billion in assets globally as of December 31, 2019, and offer funds to institutions and individual investors, who can only access Dimensional's mutual funds by working with an independent wealth advisor approved by Dimensional.
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DFA maintains close links with the University of Chicago and other research centers for financial economics. Board members and consultants include some of the nation’s most distinguished academic theorists and Nobel laureates, including Eugene Fama, Kenneth French, Roger Ibbotson, Donald Keim, Merton Miller, and Myron Scholes.

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 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. Read more about Dimensional here implementing_the_great_ideas_in_finance__1_.pdf

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Vanguard

Once mocked by Wall Street for offering index funds, The Vanguard Group is now one of the world's largest providers of mutual funds and ETFs. Vanguard is synonymous with low-cost investing.

Custodian

TD Ameritrade Institutional

Today, TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors. 

​OCTO Capital client accounts are held at TD Ameritrade Institutional in the client’s name. We do not aggregate accounts or holdings. Clients have full control over their accounts, access to TD Ameritrade via web or phone directly, and they receive monthly statements directly from TD Ameritrade.

As a custodian, independent of OCTO Capital, TD Ameritrade is responsible for safekeeping the accounts. At any time, clients are free to terminate our advisory relationship and they can transfer the accounts to a self-managed platform at TD Ameritrade or any other financial institution. While we’re managing the accounts, our authority is limited to placing trades in the account to buy or sell the portfolios we agreed upon in writing and submit advisory fee invoices to TD Ameritrade to be paid directly from the accounts managed.