Investing is not just about growing your portfolio; it's also about aligning your investments with your specific financial goals.
We utilize publicly traded, low-cost, and liquid mutual funds (often available only to institutional clients and qualified advisors) and exchange-traded funds (ETFs) to create tax-efficient, diversified investment portfolios for our clients.
As an independent advisory firm, we work with a third-party custodian, Charles Schwab, to protect your investments. Schwab ensures that your assets are held in a separate account under your name, while we have limited authority to manage the account on your behalf. You will have full access to your account through their website and phone service, and all correspondence regarding your account will come directly from your custodian.
Our investment strategy is based on Nobel Prize-winning academic research*.
Being independent allows us to select any fund or ETF provider. However, we often prefer to use funds from Dimensional Fund Advisors, a firm founded in 1981 by David Booth and Rex Sinquefield, to apply academic research on capital market behavior to the practical world of portfolio management. As of September 30, 2025, Dimensional Fund Advisors manages $915 billion in assets and employs over 1,600 people across 15 global offices.
While everyone receives brokerage statements, these statements do not always provide a complete picture of your investments. Our client portal gives clients everything they need to understand their portfolios and track all their assets in one centralized location. Your full financial overview is available whenever you need it, with data updated daily.
* Please note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Octo Capital, LLC does not serve as an attorney or accountant and does not prepare legal documents or tax returns. Tax and estate planning is not intended to provide specific tax or legal advice; it involves giving general information on settled tax and estate laws and how they can apply to you and projecting the impact of potential tax and estate planning strategies. To comply with IRS Regulations, we inform you that any discussion or advice regarding tax issues is not intended or written to be used and cannot be used to avoid taxpayer penalties. You are encouraged to consult your tax or legal professional for guidance on your individual situation before implementing any tax or estate planning strategies discussed.
** Investment strategy grounded in Nobel Prize-winning academic research: This includes William Sharpe, Harry Markowitz, and Merton Miller, who shared the Nobel Prize in Economics in 1990 for their foundational work on asset allocation, performance measurement, and the importance of market returns. It also includes research from Eugene Fama, who won the prize in 2013 for his work on market efficiency.
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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