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 offers low-cost, tax-efficient index investment management and financial planning. OCTO Capital 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.
Daniel Shub is the author of "Life is Not a Rehearsal" and has been featured on ABC, NBC, Forbes, Bloomberg, FOX, MarketWatch, Kiplinger, CNBC and Yahoo Finance. We custody assets at TD Ameritrade Institutional. OCTO Capital 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 offers low-cost, tax-efficient index investment management and financial planning. OCTO Capital 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.
Daniel Shub is the author of "Life is Not a Rehearsal" and has been featured on ABC, NBC, Forbes, Bloomberg, FOX, MarketWatch, Kiplinger, CNBC and Yahoo Finance. We custody assets at TD Ameritrade Institutional. OCTO Capital 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: