Focused, unbiased investment advice
Founded in 1986, IIM is a privately owned, independent, registered investment advisory firm located in Beverly, Massachusetts. We provide personalized investment management services for a diverse group of clients including individuals, family trusts, foundations, endowments, profit sharing and pension plans.
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Focused, Unbiased
At IIM, we focus our efforts on providing sound and unbiased financial advice to our clients. As an independent and client-centric company, IIM always places its clients’ interests first. We construct portfolios of individual stocks and bonds designed to meet each client’s unique needs.
Local, Independent
Our office is located in Beverly, MA. We serve clients across the country and around the world.
Client focused.
Goal-setting | Planning | Managing | Monitoring
Our investment approach:
Global
Long-Term
Focused
Innovative
Meet the team
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Eric H. Jostrom
Chairman and Chief Investment Officer
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Alexander M. Colby, CFA
President and Chief Executive Officer
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A. Cushing Titcomb
Executive Vice President and Chief Operating Officer
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Janell Phillips, CFA
Executive Vice President, Managing Director
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Patricia A. Bowlin
Senior Vice President, Managing Director
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David MacDougall, CFA
Senior Vice President, Managing Director
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James R. McCall, CFA
Senior Vice President, Managing Director
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Molly A. Morin
Vice President, Chief Financial Officer
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Karen Mullen Dunton
Assistant Vice President
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Ann T. Connors-Cook
Senior Client Service Specialist, Notary Public
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Susan B. Smith
Senior Operations Specialist
