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F.L. Putnam Investment Management Company

Lynnfield, Massachusetts

Website:

https://flputnam.com/

106223

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Lynnfield, Massachusetts

Website:

https://flputnam.com/

Leadership Interview

Company Details

Approximate AUM

$6,168,010,000

Fee model

Fee Only Strict

Number of employees

109

Custodians

Schwab

Fidelity

Description

Founded in 1983, F.L. Putnam Investment Management Company ("F.L. Putnam") distinguishes itself by the remarkable qualities of its people; intellect, integrity, and experience that have consistently supported clients and their goals. F.L. Putnam offers a comprehensive suite of client-tailored services, guided by shared values that prioritize accessibility, approachability, and collaboration. The firm's adaptable platform serves clients of all sizes, including high-net-worth, ultra-high-net-worth, and non-profit organizations, complemented by sophisticated alternative investment capabilities acquired in 2021. Embracing continuous improvement, the firm fosters a team-oriented atmosphere within three-person client teams, ensuring transparency in all systems, facilitated by heavy use of Salesforce. Their culture values innovation, encourages fresh perspectives, and fosters creative problem-solving.

Locations

10 Weybosset St Providence RI 2903

13 Steeple St Ste 203 Mashpee MA 2649

20 E 69th St Fl 4 New York NY 10021

20 William St Ste G40 Wellesley Hills MA 2481

10138 Sterling Ter Rockville MD 20850

250 1st Ave Ste 301 Needham Heights MA 2494

100 Corporate Pkwy Buffalo NY 14226

10 Weybosset St Fl 3 Providence RI 2903

100 Corporate Pkwy Ste 308 Buffalo NY 14226

10 Weybosset St Ste 302 Providence RI 2903

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Retirement / Income Planning

Corporate Trustee Services

Recent News

F.L.Putnam Expands East Coast Footprint with Three Acquisitions

Transactions add more than $1.25 billion in assets under management, 450 clients, and two new offices Arbor Capital, Four Ponds, and Ascension deepen F.L.Putnam's financial planning and investment management capabilities with 10 new advisors

F.L.Putnam Announces Completion of Darwin Trust Company Acquisition

F.L.Putnam Investment Management Company today announced the completion of its acquisition of Darwin Trust Company of New Hampshire, LLC (Darwin), a New Hampshire-chartered trust company.

F.L.Putnam Named to Forbes 2024 Top RIA Firms List

F.L.Putnam Investment Management Company today announced that it has been named to Forbes' 2024 Top RIA Firms list for the third consecutive year.

F.L. Putnam Investment Management Company Names R. Thomas Manning, Jr. as CEO and President

F.L. Putnam Investment Management Company ("F.L. Putnam"), an independent registered investment advisor with $1.4 billion in assets under management, has appointed R. Thomas Manning, Jr. to Chief Executive Officer and President. He succeeds John V. Carberry, the firm's President, who is retiring from his role after fifteen years with the firm. Mr. Carberry will continue with the firm in an advisory role in 2016.

Putnam Investment hires new CEO

Putnam Investment Management Company (F.L. Putnam) has hired R. Thomas Manning as new chief executive officer and president replacing John Carberry, who is set to retire from his role after a spell of 15 years with the firm.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Retirement / Income Planning

Corporate Trustee Services

F.L. Putnam Investment Management Company

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

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Data Room

F.L. Putnam Investment Management Company's Ideal Partner

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F.L. Putnam Investment Management Company

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

F.L. Putnam Investment Management Company's Ideal Partner

Company Videos

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