Meet the Portsmouth Team

In 2021, Compass Rose Private Investment Management, a Registered Investment Advisor based in Portsmouth, New Hampshire chose to entrust Beck Bode with its clients after several years of careful search for a succession partner. Founder and Senior Portfolio Manager, Jim O’ Donoghue and his team evaluated a pool of 44 potential candidates before selecting Beck Bode as the clear leader.

The intent was to grow Compass Rose into a multi-generational firm that would carry on the founder’s vision well into the future. The Portsmouth team is thrilled to join the Beck Bode family of companies. Clients will continue to benefit from a commitment to disciplined investing, active portfolio management, and comprehensive financial planning.

Aligned with your interests

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.