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.
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