IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Overview

Ipswich Investment Management Company, Inc. is an independent advisory firm that has been SEC-registered since 1986 and operates as an owner-managed corporation serving both high-net-worth individuals and institutional clients. The firm’s investment approach is equity-centered: exchange-traded equities are the dominant vehicle in client portfolios and the firm cites a stated preference for direct equity exposure. Ipswich provides portfolio management for individuals, small businesses and institutions, offering both discretionary and non-discretionary mandates and charging a mix of percentage-of-AUM and fixed fees. The adviser does not position itself as an ESG-focused investor. Beyond listed equities, Ipswich accesses private-market and thematic exposure through third‑party managers, notably allocating to venture capital and digital currency strategies as complementary growth-oriented sleeves to its public equity allocations. Advisory activity is delivered through separately managed account structures and institutional portfolio management services.

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Public Holdings

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Location & Offices