Flat-Fee Retirement Planning & Investment Management

Independent | Fiduciary | Personal | Concierge-level service

Flat-Fee Retirement Planning & Investment Management

Independent | Fiduciary | Personal | Concierge-level service

Message from the Principal & Founder

As Octo Capital's Principal and Advisor, personally working with clients, I am committed to your interests and legally obligated to act in a fiduciary capacity.

From investing to financial planning and tax strategies, I am focused on your complete financial future.

In an industry that is trying to serve more people with less time, I am doing the opposite - serving an intentionally small, select group of clients - maintaining a high service standard, allocating more time to my clients' matters, and promptly responding to all inquiries.

That is why I operate on a selective basis when taking on new clients. As such, I have limited capacity for new engagements. Please contact me to discuss whether we are a good fit and inquire about my current availability.

Daniel Shub

Principal | Accredited Investment Fiduciary®

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