// OCTO CAPITAL is a fiduciary, evidence-based investment management and financial planning firm located in Bloomfield Hills, Michigan. OCTO serves clients locally and across the country*. Our investment philosophy is grounded in Nobel Prize-winning academic evidence and has decades of research to support it, it's fully transparent and easy to understand. We are committed to the financial planning process as a precursor to investment management and believe in delivering simplicity and transparency to our clients.
// What is a fiduciary?
- A fiduciary is a professional entrusted to manage assets or wealth while putting the client's best interests first at all times
- OCTO Capital is a Registered Investment Advisor (RIA). RIAs are legally held to a fiduciary standard of care
- The Accredited Investment Fiduciary® (AIF®) Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care
Facts:
100+financial plans created |
4financial books published |
260+accounts managed |
750+cups of coffee consumed annually |
Daniel Shub
AIF® // RFC®
Wealth Advisor & Founder 
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Welcome! I was born and grew up in Ukraine, which, at the time, was still part of the Soviet Union. In April of 1994, my family and I were granted refugee visas and with the help of JFS, emigrated to the United States and found our new home in Michigan. I started my career in the financial services in 1998 working for one of the largest Fortune 500 companies, and several years later, I launched OCTO Capital.
As a Fiduciary investment and financial planning professional, I am working with my clients, on the same side of the table. Helping clients to not only build and preserve their wealth, but also solve complex financial planning issues. My approach to helping clients has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Kiplinger, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. I am also the author of “Life is Not a Rehearsal”. I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold an Insurance license. When I’m not perfecting financial plans and investment strategies, you can find me with my wife and two sons (11 and 2 years old), at soccer games and on the tennis court, exploring art, reading, or just spending time together in our home in Franklin, Michigan. |
What does OCTO stand for?
OCTO comes from the Latin word for eight, which is also a symbol for many things. A new beginning. Good Fortune. And if you turn the number on its side, it becomes the emblem for infinity.
