Advisor at Ipswich Investment Management Company, Inc
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Firm
Ipswich Investment Management Company, Inc
Location
Beverly, MA 01915
Credentials
CFA®
Industry experience
4 years
David Mac Dougall is a CFA® charterholder with four years of industry experience. He is affiliated with Ipswich Investment Management Company, Inc and has prior work history at Boston Financial Management LLC and Emerson Investment Management LLC. Ipswich Investment Management provides discretionary portfolio management and advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities and fixed income, with portfolio decisions overseen by an internal Investment Committee and tailored to client objectives and tax considerations.
Based on Ipswich Investment Management Company, Inc
Fixed fees may be available for certain services in certain situations, subject to agreement
1% annually
138 Conant Street, Suite 201
Beverly, MA 01915
Massachusetts
Boston Financial Management LLC
2016 - Present (10 years)
Emerson Investment Management Llc
2015 - Present (11 years)
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