Ipswich Investment Management Co. Inc.
Ipswich Investment Management Co., Inc. is an SEC-registered investment adviser headquartered in Ipswich, Massachusetts, serving primarily individual clients as well as high net worth individuals and charitable organizations. Founded in 1998, the firm has 11 employees and manages nearly $700 million in assets. It provides personalized investment advisory and wealth management services to clients looking for tailored strategies and long-term planning.
Investment Strategy
Ipswich Investment Management specializes in comprehensive wealth management for individuals and families, focusing on customized portfolio construction using a mix of equities, fixed income, and other asset classes. Their philosophy emphasizes risk management, preservation of capital, and consistent, long-term growth. The firm employs both discretionary and non-discretionary account management, and tailors investment solutions to match each client's objectives and risk tolerance, with a transparent fee structure and fiduciary commitment.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.59% | $32.5M | 62,734 | $48.52 | $517.95 | +$984.1K |
A AAPL | APPLE INC | 5.15% | $22.0M | 86,543 | $24.51 | $254.63 | +$4.1M |
G GOOGL | ALPHABET INC | 3.45% | $14.8M | 60,757 | $74.06 | $243.10 | +$3.9M |
J JPM | JPMORGAN CHASE & CO. | 3.35% | $14.4M | 45,496 | $96.13 | $315.43 | +$1.2M |
I IWV | ISHARES TR | 3.30% | $14.1M | 37,265 | $151.12 | $378.94 | +$823.6K |