Ipswich Investment Management Company, Inc

RIASEC Registered

Total AUM

$730M

Discretionary

$646M

89% of AUM

Avg account

$1.3M

Accounts

549

Employees

11

Advisory reps

9

Firm details

Headquarters: Beverly, Massachusetts
CRD number: 106625
Registered since: February 21, 1986
Website: ipswichinvestment.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI45.16%
Individuals40.75%
Charitable Organizations11.28%
Corporations / Businesses2.82%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ipswich Investment Management Company, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration year 1986) and provides fee-based portfolio management to both individual/family and institutional clients. Its fee models include a percentage-of-assets approach and fixed fees. Advisory services are focused on discretionary portfolio management for individuals and small businesses as well as for business and institutional accounts. Ipswich does not characterize itself as an active ESG investor, is not a capital allocator, and does not serve as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
US Government Bonds14%
Public Funds/Mutual Funds6%
Investment Grade Corp Bonds4%
Cash & Cash Equivalents4%

Owners & executives

3 of 4

Eric Jostrom
Chairman & Chief Investment OfficerCRD 262381
Alexander Colby
President, CEOCRD 2559042
Albert Titcomb
Executive Vice President & Chief Operating OfficerCRD 5033851

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Contacts

3 of 5

Janell Phillips
Executive Vice President & Managing DirectorCRD 2378496
James Mccall
Senior Vice President and Managing DirectorCRD 2557718
Patricia Bowlin
Managing DirectorCRD 2681885

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$39.1M in ETFs

Passive

99%

$38.7M

Active

0%

$351K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)	BlackRock	Passive	Large Blend	$15.8M	36,554	40.41%

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Primary office

Beverly, MA

Essex

Location

Beverly, MA

Headquartered in Beverly, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Essex
Address: 138 Conant St
Time zone: ET (UTC-5)
Office locations

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