A complete list of active advisors currently associated with Joshi Capital Management, LLC
Warmer can help you find a great advisor at Joshi Capital Management, LLC or one who fits your needs even better.
The firm provides discretionary investment management through separately managed accounts and also offers hourly financial planning and consultation. Its clients include individuals (including high-net-worth individuals) and entities, with services tailored to account size, tax considerations, and client-imposed investment restrictions. The firm’s investment approach emphasizes value investing in common stocks, constructing relatively concentrated portfolios (typically on the order of 15–35 holdings) and favoring long-term time horizons (generally several years). Research draws on fundamental, technical, and cyclical analysis to identify undervalued opportunities, and the adviser evaluates suitability of the single common strategy for each prospective client. What is noteworthy for a firm of this size is that it offers performance-based fee arrangements to qualified clients and also provides portfolio management to entities in addition to individuals—both features that are uncommon among peers. The firm discloses and documents procedures to address conflicts that arise from managing performance-fee and asset-based accounts and conducts regular (quarterly) account reviews.
To learn more about the advisors currently working at Joshi Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cumming, GA
| 6
|
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