Octo Capital is an independent investment advisor offering flat-fee portfolio management and personal financial advice. As a fiduciary, Octo Capital is committed to acting in your best interest. Our services are designed for clients who want to implement a tax-efficient, cost-effective investment strategy grounded in Nobel Prize-winning academic research, combined with proactive financial and tax planning to provide the framework for quantifying financial decisions.
We operate on a selective basis when taking on new clients to maintain a high service standard. As such, we have limited capacity for new engagements. Please contact us to discuss whether we are a good fit and inquire about our current availability.
Daniel Shub is an Accredited Investment Fiduciary® and a Founder of Octo Capital.
He studied to be an engineer but always had an aptitude for finances and investing. Daniel began his career at a Fortune 500 company. His disillusionment with the standard practice of financial management firms led to the creation of Octo Capital.
His clients include educators, engineers, physicians, nurses, attorneys, CPAs, business owners, and retirees.
Daniel serves clients throughout the Detroit metro area and across the country. He has been featured in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Kiplinger, Yahoo Finance, and Financial Planning Magazine. Born in Ukraine, Daniel emigrated to the United States and has been living in Michigan for over 29 years, currently residing in Franklin, Michigan, with his wife and two sons.
When Daniel is not perfecting financial plans and investment strategies for his clients, you can find him at soccer games, on the tennis court, exploring art, and reading.
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading, and support services of Charles Schwab & Co., Inc.
Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.
As of October 31, 2022, Schwab has $7.00T in total client assets. Total client assets and brokerage accounts based on combined data for Schwab and TD Ameritrade as of October 31, 2022, using company reports.
We work closely with Dimensional Fund Advisors. Dimensional Fund Advisors (DFA) was founded in 1981 by David Booth and Rex Sinquefield to apply academic research on capital market behavior to the practical world of managing investment portfolios.
DFA maintains close links with the University of Chicago and other research centers for financial economics. Board members and consultants include some of the nation's most distinguished academic theorists, including Nobel laureates Eugene Fama, Robert Merton, Myron Scholes, Merton Miller and Kenneth French, Roger Ibbotson, and Donald Keim.
Dimensional Fund Advisors manages $634 Billion as of June 30, 2023, and has 1,600+ employees in 14 global offices.