Business ProfileforShub & Company, LLC
At-a-glance
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Overview
OCTO Capital Wealth Management (OCWM) offers low-cost, tax-efficient index investment management and financial planning. OCWM derives its investment strategy from Nobel-prize winning academic research and financial science using portfolios from Dimensional Fund Advisors (DFA), Vanguard and ETF funds, as well as cash equivalents, maturity laddered bond and CD portfolios. Our portfolios aim to capture higher expected returns by tilting exposure to key “factors”, such as company size, value and profitability; without slavishly adhering to an index.
OCTO Capital, LLC is a Registered Investment Advisor, adhering to a Fiduciary standard of practice. We custody assets at TD Ameritrade Institutional. OCWM is located in Bloomfield Hills, Michigan and serves clients locally and nationwide*
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Business Details
This is a multi-location business.
- Location of This Business
- 39533 Woodward Ave Ste 305, Bloomfld Twp, MI 48304-5095
- BBB File Opened:
- 7/26/2013
- Years in Business:
- 12
- Business Started:
- 6/21/2012
- Business Incorporated:
- 6/21/2012
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Shub & Company
- OCTO CAPITAL
- Business Management
- Mr. Daniel Shub, Owner
- Contact Information
Principal
- Mr. Daniel Shub, Owner
Customer Contact
- Mr. Daniel Shub, Owner
- Additional Contact Information
Email Addresses
- Sales
- Technical Support
Customer Complaints
0 Customer Complaints
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