For help, please do not hesitate to reach out - 248-731-7729
To send me a file, please scroll down to the bottom of the page and click on Secure File Upload.
View your financial plan, balance sheet, cash flow reports, and progress towards your goals.
View the investment performance of the accounts managed at Charles Schwab.
The information being provided is strictly as a courtesy. When you access one of these websites, you leave our website and assume total responsibility and risk for using the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or consequences arising from your access to or your use of third-party technologies, websites, information, and programs made available through this website. Please remember: these services are not a substitute for your actual statement from your custodial partner. The statement is the official record of your account; these services are provided as a courtesy to our investment management clients.
Form CRS/ADV - Client Relationship Summary
Copyright © Octo Capital - All Rights Reserved.
Octo Capital, LLC is an SEC-Registered Investment Adviser.
31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-731-7729