Octo Capital

Closed
39533 Woodward Ave
Bloomfield Hills, MI 48304

Octo Capital, located in Bingham Farms, MI, offers flat-fee retirement planning and investment management services, prioritizing a fiduciary standard of care to ensure clients' interests are met. The firm provides independent concierge-level service while focusing on a select group of clients, allowing for a more personalized and attentive approach to financial planning and investment strategies.

Led by Principal Daniel Shub, Octo Capital emphasizes the importance of maintaining a high service standard by intentionally working with a limited number of clients. This selective engagement process ensures that each client receives dedicated time and prompt responses to their financial inquiries.

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