Daniel Shub | Principal | Accredited Investment Fiduciary®
With a career spanning over 25 years in the financial industry, I founded Octo Capital in 2015 after becoming disillusioned with conventional financial management practices. My goal was simple: to provide tax-efficient, cost-effective investment strategies rooted in Nobel Prize-winning research, integrated with comprehensive financial and tax planning to help clients quantify their most important financial decisions.
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.
My diverse clientele includes educators, engineers, physicians, attorneys, business owners, and retirees. Based in the Detroit metropolitan area, I am proud to serve clients both locally and nationwide.
Originally from Ukraine, I have called Michigan home for more than 30 years. Beyond optimizing financial plans, I enjoy attending my son’s soccer games, exploring the arts, and spending quality time with my family.