We have been seen on & featured in ABC, MSNBC, NBC, MarketWatch, Kiplinger, Yahoo Finance, FOX News, and Forbes. Yet as a client, this is what matters:

OCTO Capital is managed by Daniel Shub, AIF®, RFC®. OCTO CAPITAL is a fiduciary, evidence-based investment management and financial planning firm. ​Our investment philosophy is grounded in Nobel Prize-winning academic evidence and has decades of research to support it, it's 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.

SERVICES:

We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.

Investment Management

Evidence-based investing strategies grounded in Nobel-prize winning academic research using low-cost institutional class funds from Dimensional Fund Advisors (DFA) and Vanguard ETFs. All client accounts are held at TD Ameritrade in the client's name.​

Financial Planning

Retirement income, cash flow, tax-efficient withdrawals, asset location, employee benefits, Social Security and Pension options, 401(k)/403(b) considerations, insurance, healthcare and wealth transfer recommendations.​

Tax Planning

Focus on reducing taxes in retirement and maximizing legacy: IRA to Roth IRA conversions, withdrawal order, asset location, tax-loss harvesting, qualified charitable distributions (QCD), required minimum distributions (RMD), and much more.​​

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