Investment Management

Joshi Capital Management is a long-term focused, capital compounding firm with the objective of building wealth for our client partners. We invest in companies with an ownership mentality and view a stock as a part ownership of a business.

We manage investment portfolios for clients using separately managed accounts (SMA). Capital is held in client's own account, providing full safety and complete transparency. 

Account types that we manage:

✔ Individual Accounts / Joint Accounts

✔ Individual Retirement Accounts (IRA) 

▶ Roth IRA

▶ Traditional IRA

▶ Rollover IRA

▶ SEP IRA

✔ Trust Accounts / Partnerships / Corporations / LLC

We implement a disciplined investment approach that aims to achieve both the safety of the principal and superior long term investment results. We buy stocks with a business owner mentality whereby when we buy a stock, we are buying a slice of the underlying business that the stock represents. We aim to hold our investments for long term so as to get tax advantaged growth for you.

Our objectives:

• Compound capital to build generational wealth

• Achieve financial freedom

• Invest for the long term

• Make your money work for you

• Our incentives are aligned

  • • • We invest our capital alongside yours

      • We eat our own cooking