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.

DS703944-Edit[1600px@96dpi,8bit,sRGB].jpg

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:

Ipswich Icon Global2.png

Global

Ipswich Icon Long Term2.png

Long-Term

Ipswich Icon Focused2.png

Focused

Ipswich Icon Forward Thinking2.png

Innovative

 

Meet the team

  • Eric H. Jostrom

    Chairman and Chief Investment Officer

  • Alexander M. Colby, CFA

    President and Chief Executive Officer

  • A. Cushing Titcomb

    Executive Vice President and Chief Operating Officer

  • Janell Phillips, CFA

    Executive Vice President, Managing Director

  • Patricia A. Bowlin

    Senior Vice President, Managing Director

  • David MacDougall, CFA

    Senior Vice President, Managing Director

  • James R. McCall, CFA

    Senior Vice President, Managing Director

  • Molly A. Morin

    Vice President, Chief Financial Officer

  • Karen Mullen Dunton

    Assistant Vice President

  • Ann T. Connors-Cook

    Senior Client Service Specialist, Notary Public

A trusted advisor.

From our perspective.

To learn more, contact us today.