We apply insights from financial science combined with the Dimensional Fund Advisors investment approach grounded in economic theory and backed by decades of empirical research. Octo Capital is one of a select group of firms authorized to invest our client's funds with Dimensional Fund Advisors (DFA).
Everyone's needs are different. No two clients have the same concerns and challenges when it comes to maximizing and preserving wealth. Some want to ensure they don't outlive their money. Some need to manage income or market volatility. Some need to minimize their tax burdens, while others want to protect a legacy that enriches future generations.
Everyone's needs are different. No two clients have the same concerns and challenges when it comes to maximizing and preserving wealth. Some want to ensure they don't outlive their money. Some need to manage income or market volatility. Some need to minimize their tax burdens, while others want to protect a legacy that enriches future generations.
Services
About
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Octo Capital is a Registered Investment Adviser offering financial planning and tax-efficient, cost-effective investment management. Our investment philosophy is grounded in Nobel Prize-winning academic research. We are legally held to a fiduciary standard of care. It means we put your interest first.
Free Assessment
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A virtual or in-person meeting to get to know one another and make sure my expertise matches your situation. We'll begin the Octo Wealth Map process by creating a one-page inventory of all your assets and liabilities to understand where you are now. Next, we'll discuss your goals, what you want to accomplish, what you want me to help you with, and what has to happen for you to feel more confident in your financial future.
Services and Pricing
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Low-cost, tax-conscious investment methodology implemented using mutual funds and ETFs from Dimensional Fund Advisors. Strategic placement of asset classes across your household's accounts to optimize tax efficiency. Comprehensive modeling of your net worth to provide you with a framework for quantifying financial decisions.
Your Other Options
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OCTO Capital is a Michigan-based Investment Advisory Firm. We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements. Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan?
Nobel-Worthy Ideas
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Wouldn't it be nice to hire a team of Nobel Laureates to manage your investment portfolio? Of course, such an opportunity doesn't exist. I can, however, provide you with the next best thing through my relationship with Dimensional Fund Advisors (DFA). And not just any ideas, but the best thinking coming out of academic research in economics.
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