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 it's side, it becomes the emblem for infinity.
A new beginning. Good Fortune.
And if you turn the number on it's side, it becomes the emblem for infinity.
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Bloomfield Hills Office
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At OCTO Capital Wealth Management we specialize in investment management and financial planning for a select group of retirees and pre-retirees.
We are committed to the financial planning process as a precursor to asset management. The firm's philosophy is centered around an evidence-based investing grounded in Nobel Prize-winning academic research, tax management and fair dealing with clients. As an independent firm, we represent our clients rather than any particular company and we adhere to the highest legal and ethical standard of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests. We create written Retirement Plans and implement them through personalized investment portfolios for select families and individuals so they can enjoy financial independence and peace of mind in retirement. |
Daniel B Shub, AIF®, RFC®
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LeadershipDaniel Shub is a 20 year veteran of the financial industry. He is the Founder of OCTO Capital Wealth Management, an independent wealth management and retirement planning firm.
Daniel is the author of the book, "Simple Steps To Wealth in Retirement", regular contributor to Kiplinger.com and In conjunction with HOUR Detroit and DBusiness magazines, Five Star Professional has recognized Daniel Shub with a 2017 Wealth Manager award. His approach to helping clients achieve their important goals has been highlighted in countless newspaper articles, radio and TV programs, including Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. Daniel holds the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, has passed the Series 65 and 63 securities exam and holds Insurance license. Daniel and his family make their home in West Bloomfield, Michigan. As a husband, father, business owner and financial professional, Daniel knows the value of trust, understanding, and close relationships. |
Accolades
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*Investment Advisory Services offered through OCTO Capital, LLC a Registered Investment Advisor. Insurance Services offered through Shub & Company, LLC.
OCTO Capital or Shub & Company are not an affiliate or subsidiary of TD Ameritrade Institutional or Dimensional.
All trademarks remain property of their respective holders, and are used only to describe the products or services being provided. Their use in no way indicates an endorsement or affiliation.
OCTO Capital or Shub & Company are not an affiliate or subsidiary of TD Ameritrade Institutional or Dimensional.
All trademarks remain property of their respective holders, and are used only to describe the products or services being provided. Their use in no way indicates an endorsement or affiliation.
