HELD TO A HIGHER STANDARD: YOURS.
Thoughtful and consistent advice, because you come first.
We don't charge commissions or performance fees, engage in excessive trades or push proprietary products.
By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times. This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.
Instead of pitching ever-changing investment products and attempting to predict the future, we work to intimately understand your needs. We identify the purpose of your wealth, and then deliver institutional-grade investment advice tailored to your distinct needs.
We don't charge commissions or performance fees, engage in excessive trades or push proprietary products.
By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times. This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.
Instead of pitching ever-changing investment products and attempting to predict the future, we work to intimately understand your needs. We identify the purpose of your wealth, and then deliver institutional-grade investment advice tailored to your distinct needs.
Get to know our approach, and discover how we help protect and grow what you've worked so hard to earn.
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Daniel ShubAIF® | RFC®
Wealth Advisor & Founder Daniel has more than 20 years of experience in the financial services business. He started his career at one of the Fortune 500 companies. Several years later, Daniel founded OCTO Capital with the simple idea of providing fiduciary, holistic advice with no investment banking, no in-house products, fair fees, and no broker-dealer affiliations.
Daniel was featured in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Kiplinger, Yahoo Finance, and many ABC, NBC, CBS, and FOX affiliates. He is the author of the book "Life is Not a Rehearsal." As a teenager, Daniel Shub experienced firsthand the socialist country's life and the excruciatingly challenging circumstances following the Soviet Union's dissolution, including civil wars in Eastern Europe and falling economies. Daniel and his family moved to the United States when he was 20 years old. Given his challenging upbringing, his survivalist mentality encouraged him to pursue his dreams and to never forget the challenges and the lack of opportunities others in less fortunate countries experience. When Daniel is not perfecting financial plans and investment strategies, you can find him with his wife and two sons (11 and 3 years old), at soccer games, on the tennis court, exploring art, reading, or spending time together in their home in Franklin, Michigan. |
