Ipswich Investment Management Company, Inc
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
FINTRXOverview
Ipswich Investment Management Company, Inc. is a privately owned corporate RIA that has been SEC-registered since 1986. The firm serves both individual and family clients as well as institutional and business accounts, providing portfolio management across retail and institutional mandates. Its fee arrangements combine asset-based fees and fixed-fee engagements. Ipswich does not identify as an active ESG investor and reports it is not a multi-state adviser or a capital allocator; its advisory activity centers on discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 4Molly Morin
Vice President, Chief Financial OfficerCRD 4375651
Alexander Colby
President, CEOCRD 2559042
Eric Jostrom
Chairman & Chief Investment OfficerCRD 262381
Contacts
3 of 5Janell Phillips
Executive Vice President & Managing DirectorCRD 2378496
James Mccall
Senior Vice President and Managing DirectorCRD 2557718
Patricia Bowlin
Managing DirectorCRD 2681885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$38.8M in ETFs
99%
$38.5M
0%
$349K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $15.8M | 36,947 | 40.58% |
Location
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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