Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Ipswich Investment Management

Ipswich Investment Management

Since 1986, Ipswich Investment Management Co., Inc. has been a Registered Investment Adviser with the SEC under the Investment Advisers Act of 1940. We are a privately owned, independent company with no outside ownership or financing involved. Our mission is to provide professional, personal and objective investment advice to our clients in order to help them achieve their investment goals. Our clients include individuals, families, trusts, endowments, corporations, pension plans, profit sharing plans, IRA rollovers, and others with diverse investment objectives. Many investors prefer to have a primary adviser with whom they can discuss the vast array of financial vehicles and investment alternatives. These investors do not want to assume the responsibility of managing their own portfolios and can comfortably rely on professional advisers to provide the investment advice. Ipswich Investment Management Co., Inc. is not a broker/dealer and does not accept or hold cash or securities as custodian. The compensation for our management services is based upon a client agreement with an agreed fee. Our fees are calculated on quarter-end asset values and are charged in arrears. We are investment professionals who use our skills and experience to help our clients achieve their investment objectives. While we do not promise immediate results or short cuts to riches, we do pledge to operate with the highest degree of integrity and in the best interest of our clients.

Last updated on

About Ipswich Investment Management

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Investment Management

Location

City

Ipswich

State

Massachusetts

Country

United States

Tech Stack (0)

search