A complete list of active advisors currently associated with F L Putnam Investment Management Co.

Warmer can help you find a great advisor at F L Putnam Investment Management Co. or one who fits your needs even better.

F.L. Putnam serves a broad client base that includes individual investors and their families as well as institutions such as foundations, endowments, schools, religious organizations, family offices, and registered investment companies. The firm offers discretionary and non-discretionary investment management, financial planning, separately managed accounts, OCIO-style advisory and consulting, family office solutions, and delivers strategies through wrap programs and model providers while also advising and sub-advising pooled investment vehicles. Investment management is team-based and customized to each client’s objectives, drawing on internally managed strategies and third‑party managers across equities, fixed income, and alternative investments, with options for sustainable investing and optimized indexing that incorporate tax-aware rebalancing for taxable clients. FLP describes a research process that combines macroeconomic and security-level analysis and notes the limited use of artificial intelligence tools for research and administrative tasks while reserving final investment decisions to qualified professionals. The firm’s brochure highlights several features that distinguish it from many peers: it owns a trust services subsidiary (Darwin Trust Company), serves as the investment adviser to an interval alternative vehicle (the AOG Institutional Fund) and as a consultative sub-adviser to the AFA Asset Based Lending Fund, and discloses predecessor performance in its materials. FLP also issues periodic client communications and has recently reported material changes in its ADV (including a recent merger and new strategy and technology disclosures), all of which are documented in its regulatory disclosures.

To learn more about the advisors currently working at F L Putnam Investment Management Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse F L Putnam Investment Management Co.'s office locations.