Ipswich Investment Management Company, Inc

Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to a mix of individual investors (including high‑net‑worth clients), families, trusts, endowments, and institutional clients such as corporations and pension plans. The firm acts as a fiduciary, delivers regular account reviews and reporting through independent custodians, and charges asset‑based advisory fees.

The firm’s investment approach emphasizes a long‑term, low‑turnover perspective, focusing on equities run by competent management and highly rated fixed income for diversification, with asset allocation guided by client objectives and risk tolerance. Investment decisions are overseen by an internal Investment Committee and the firm typically exercises discretionary authority consistent with client‑provided guidelines; it considers tax implications but does not provide tax or legal advice.

Ipswich is notable among peer teams for its affiliation with outside investment vehicles — several firm principals and a number of clients are members of Constitution Partners LLCs (V–VIII), passive vehicles that invest in venture capital funds — and the firm has adopted specific policies (effective January 1, 2026) to limit conflicts, including prohibiting adviser representatives from placing client assets into outside funds where IIM‑related persons have a beneficial interest and requiring unanimous Investment Committee consent for other off‑platform fund investments. The brochure also discloses operational distinctions: the firm does not recommend direct crypto asset investments (it will accept unsolicited orders in crypto ETFs only), acknowledges vendor and limited internal use of AI (but not for selecting securities), and maintains surprise annual audits for custody arrangements.