Shawn Joshi's Contact Details

Shawn Joshi's Company Details

Compass Rose Private Investment Management

Portsmouth, NH, US • 5 - 9 Employees
Financial Services

Compass Rose is a Registered Investment Advisor serving individuals, families, small businesses, and non-profit organizations. Our firm distinguishes itself with personalized client service, professional advice, and proactive investment management.We help our clients to figure out what is most important to them and, from there, to create specific & measurable goals. We create a unique, comprehensive plan to then work toward those goals over time. Compass Rose provides support and guidance to our clients when life presents challenges, opportunities, and milestones. We plan. We coach. We advise. We help our clients to do more – sometimes much, much more - than they thought they could. And we love doing it!