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Alexander Colby

Advisor at Ipswich Investment Management Company, Inc

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Ipswich Investment Management Company, Inc logo

Firm

Ipswich Investment Management Company, Inc

Location

Beverly, MA 01915

Credentials

CFA®, Series 65

Industry experience

21 years

About

Alexander Colby is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2006. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm follows a long-term, low-turnover investment approach that emphasizes equities managed by capable managers and highly rated fixed income, with allocations tailored to client objectives and tax considerations.

Client services

Based on Ipswich Investment Management Company, Inc

Portfolio management

Expertise

Based on Ipswich Investment Management Company, Inc

Wealth management Passive / index investing

Fee options

Fixed

Fixed fees may be available for certain services in certain situations, subject to agreement

Percentage

1% annually

Location

138 Conant Street, Suite 201

Beverly, MA 01915

Most active in

Massachusetts

Work history

Ipswich Investment Management Co., Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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