Ipswich Investment Management Co., Inc. provides personalized investment management services for individuals, families, trusts, and institutional clients. Operating since 1986, the firm builds customized portfolios using a global perspective, focusing on long-term equity investments and stable fixed-income securities. Ipswich Investment Management Co., Inc. acts as a fiduciary, meaning the firm is legally required to act in your best interest. The investment team selects stocks, bonds, and other assets based on your specific risk tolerance and financial goals, managing your portfolio without needing to ask for permission on every trade unless you prefer a non-discretionary arrangement. The firm does not offer comprehensive financial planning as a standalone service, concentrating instead on portfolio management and investment strategy. Clients can also request proxy voting services so that the firm votes on shareholder issues on their behalf.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fixed fees may be available for certain services upon agreement.