CRD: 106625
Ipswich Investment Management Company, INC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-21-1986
- Office Locations
- 1
Office Locations
About Ipswich Investment Management Company, INC
Ipswich Investment Management (IIM) is a privately owned, independent RIA founded in 1986 in Beverly, MA, providing personalized investment management and planning support for individuals, family trusts, foundations/endowments, and retirement plans. The firm builds tailored portfolios of individual stocks and bonds with a global, long-term, focused approach and serves clients nationwide and internationally, with custody relationships including Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALBERT CUSHING TITCOMB
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, EXECUTIVE VICE PRESIDENT, President
- CRD
- --
- Ownership
- 25% but less than 50%
PATRICIA ANNE BOWLIN
Advisor, MANAGING DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #2681885
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,241,231 | $1,196,743 |
| Non-Discretionary | $83,917,344 | $9,324,149 |
| Total | $730,158,575 | $1,329,979 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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