Daniel Shub, AIF®, RFC® is the founder of OCTO Capital, a Registered Investment Advisor, adhering to a Fiduciary standard of practice.
OCTO Capital Wealth Management (OCWM) offers low-cost, tax-efficient index investment management and financial planning. OCWM derives its investment strategy from Nobel-prize winning academic research and financial science using portfolios from Dimensional Fund Advisors (DFA), Vanguard and ETF funds, as well as cash equivalents, maturity laddered bond and CD portfolios. Our portfolios aim to capture higher expected returns by tilting exposure to key “factors”, such as company size, value and profitability; without slavishly adhering to an index.
Typical advisory fees are between $625/quarter and $2000/quarter. Our recommended account minimum is $500,000 although exceptions may be made.
Daniel Shub is the author of "Simple Steps to Wealth in Retirement" and has been featured on ABC, NBC, Forbes, Bloomberg, FOX, MarketWatch, Kiplinger, CNBC and Yahoo Finance. We custody assets at TD Ameritrade Institutional. OCWM is located in Bloomfield Hills, Michigan and serves clients locally and nationwide* We may be reached at 1-248-731-7729 or by e-mail from contact us page.
For more information, please visit our company website by clicking on the bottom below:
OCTO Capital Wealth Management (OCWM) offers low-cost, tax-efficient index investment management and financial planning. OCWM derives its investment strategy from Nobel-prize winning academic research and financial science using portfolios from Dimensional Fund Advisors (DFA), Vanguard and ETF funds, as well as cash equivalents, maturity laddered bond and CD portfolios. Our portfolios aim to capture higher expected returns by tilting exposure to key “factors”, such as company size, value and profitability; without slavishly adhering to an index.
Typical advisory fees are between $625/quarter and $2000/quarter. Our recommended account minimum is $500,000 although exceptions may be made.
Daniel Shub is the author of "Simple Steps to Wealth in Retirement" and has been featured on ABC, NBC, Forbes, Bloomberg, FOX, MarketWatch, Kiplinger, CNBC and Yahoo Finance. We custody assets at TD Ameritrade Institutional. OCWM is located in Bloomfield Hills, Michigan and serves clients locally and nationwide* We may be reached at 1-248-731-7729 or by e-mail from contact us page.
For more information, please visit our company website by clicking on the bottom below: