Pursuing investors' goals with a time-tested investment engine and objective fiduciary advice on a reasonable, flat-fee basis
Pursuing investors' goals with a time-tested investment engine and objective fiduciary advice on a reasonable, flat-fee basis
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 often focused on serving more people with less time, I take a different approach. By intentionally serving a small, select group of clients, I ensure a high standard of service, dedicated attention to complex matters, and prompt, personal responses to every inquiry.
To maintain this level of excellence, I am selective in taking on new engagements. Please reach out to discuss how we might work together and to inquire about my current availability.
Daniel Shub
Principal | Accredited Investment Fiduciary®
Form CRS/ADV - Client Relationship Summary
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Octo Capital, LLC is an SEC-Registered Investment Adviser.
31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-731-7729