OCTO Capital is an investment advisory firm providing investment management and financial planning to an intentionally limited number of clients planning for retirement or already retired.
The principal, Daniel Shub, directly handles client portfolios and financial planning. Our services designed to ensure that:
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.
- The current generation of the family will be able to retire at its own time and on its own terms, with a high degree of confidence that it will never outlive its income - that its dignity and independence will not be undermined by up to three decades of rising living costs.
- Even as retirement income rises to offset inflating living costs, this generation's capital will continue to grow over time, endowing meaningful legacies to the succeeding generations.
- The children and/or grandchildren of the family will be able to afford the very best education for which they can qualify, without still being saddled with student loans when they themselves have children.
- The current generation will, if necessary, be able to contribute meaningfully to the support of its parents. Moreover, this generation will never become a financial burden to its children, even if extended nursing home stays are required.
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.
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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