OCTO Capital is an investment advisory firm providing investment management and financial planning to an intentionally limited number of families and individuals planning for retirement or already retired. Unlike large Wall Street firms, instead of pitching ever-changing investment products and attempting to predict the future, at the heart of our philosophy is one essential thing: you.
We don't work on commissions. By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times.
Our investment philosophy is grounded in Nobel Prize-winning academic evidence and has decades of research to support it. It is 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.
We don't work on commissions. By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times.
Our investment philosophy is grounded in Nobel Prize-winning academic evidence and has decades of research to support it. It is 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.
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Daniel ShubAccredited Investment Fiduciary® | Registered Financial Consultant®
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." 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. My commitment to my clients is simple: I'm going to care about you, and be more personally devoted to your financial success, than anyone in the world who doesn't have your last name.
- Daniel Shub. |
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OCTO Capital & DimensionalCOMMON PURPOSE
Our firm has established a relationship with Dimensional Fund Advisors (DFA), an investment management firm based in Austin, TX with offices across the globe. |
A Foundation Built on Great IdeasEstablished in 1981, Dimensional and its affiliates manage approximately $601 billion in assets globally as of December 31, 2020, 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.
Read more about Dimensional here implementing_the_great_ideas_in_finance__1_.pdf |
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Your portfolio is held in your own account at TD Ameritrade Institutional, managed by us.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.
TD Ameritrade and Schwab are now part of one company with a shared mission: to help people realize their financial dreams through investing.
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