Flat-Fee Retirement Planning & Investment Management
Independent | Personal | Concierge-level service
Legally held to a fiduciary standard of care
Independent | Personal | Concierge-level service
Legally held to a fiduciary standard of care
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®
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