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
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.
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.
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.
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?
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.
Reviews (5)
David Grace
Jan 08, 2021
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We are very happy working with Daniel. We are comfortable with his approach. He is knowledgeable and very good about explaining our plan.
One of my priorities was to have someone my wife could trust if something happened to me, and she really likes Daniel. He is patient and explains things very well.
One of my priorities was to have someone my wife could trust if something happened to me, and she really likes Daniel. He is patient and explains things very well.
Keith G. Ahee
Oct 16, 2020
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Jim Kaurich
Jul 11, 2020
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Gregory Thompson
Jul 07, 2020
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We've been with Daniel for about 5 years.
He is always available to discuss our concerns and questions of our investments and strategies.
What we like about Daniel is that he explains things in terms we can understand. We never leave his office without clear understanding the direction of our long term and short term goals.
Since we moved out of state Daniel meets with us online zoom and reviews our accounts.
I recommend his service's as a trusted advisor.
Greg T
He is always available to discuss our concerns and questions of our investments and strategies.
What we like about Daniel is that he explains things in terms we can understand. We never leave his office without clear understanding the direction of our long term and short term goals.
Since we moved out of state Daniel meets with us online zoom and reviews our accounts.
I recommend his service's as a trusted advisor.
Greg T
Alex Delassa
Jan 13, 2020
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