Advisor at Ipswich Investment Management Company, Inc
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Firm
Ipswich Investment Management Company, Inc
Location
Beverly, MA 01915
Credentials
Series 65
Industry experience
19 years
Patricia Bowlin is a financial advisor at Ipswich Investment Management Company, Inc. in Beverly, MA, holding a Series 65 designation with 19 years of industry experience. She has been with Ipswich since 2010. 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 emphasizing equities managed by capable managers and high-quality fixed income, with portfolio allocations 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
Ipswich Investment Management Co., Inc.
2010 - Present (16 years)
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