Fixed Fee Investment Management & Financial Planning Services

Independent | Personal | Concierge-level service

Legally held to a fiduciary standard of care

As Principal and Financial Advisor at Octo Capital, I am personally committed to each client's interests and legally obligated to act in a fiduciary capacity. My focus is on your complete financial future, encompassing everything from investing to financial planning and tax strategies.

In an industry increasingly focused on serving more people with less time, I take a different approach. I intentionally serve a small, select group of clients. This allows me to maintain a high standard of service, dedicate more time to each client's matters, and respond promptly to all inquiries.

For this reason, I operate on a selective basis when taking on new clients and have limited capacity for new engagements. Please get in touch with me to discuss whether we are a good fit and to inquire about my current availability.

Daniel Shub

Principal | Accredited Investment Fiduciary®

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