Advisor at Ipswich Investment Management Company, Inc
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Firm
Ipswich Investment Management Company, Inc
Location
Beverly, MA 01915
Credentials
CFA®, Series 65, Series 66
Industry experience
10 years
Janell Phillips is a CFA® charterholder with 10 years of industry experience. She has worked at Ipswich Investment Management Company, Inc since 2017 and previously spent 11 years at Boston Financial Management Inc. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed at attractive risk-adjusted valuations and highly rated fixed income for diversification, with decisions overseen by an internal Investment Committee.
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
Ipswich Investment Mgmt
2017 - Present (9 years)
Boston Financial Management Inc
2006 - 2017 (11 years)
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