Ipswich Investment Management Company, Inc

RIASEC RegisteredEst. 1986
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 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

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 14%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%73%
  • Exchange Traded Equities73%
  • US Government Bonds14%
  • Public Funds/Mutual Funds6%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4

  • Molly Morin

    Vice President, Chief Financial OfficerCRD 4375651

  • Alexander Colby

    President, CEOCRD 2559042

  • Eric Jostrom

    Eric Jostrom

    Chairman & Chief Investment OfficerCRD 262381

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Contacts

3 of 5

  • Janell Phillips

    Executive Vice President & Managing DirectorCRD 2378496

  • James Mccall

    James Mccall

    Senior Vice President and Managing DirectorCRD 2557718

  • Patricia Bowlin

    Managing DirectorCRD 2681885

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$38.8M in ETFs

Passive

99%

$38.5M

Active

0%

$349K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)BlackRockPassiveLarge Blend$15.8M36,94740.58%
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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth