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 Investment Management Company provides discretionary and non‑discretionary investment management, family office solutions, investment consulting, and financial planning to a broad client base that includes individuals and families as well as foundations, endowments, educational institutions, registered investment companies, and other advisers. The firm offers separately managed account strategies, OCIO‑style institutional solutions, FLP Atrato Consulting engagements, and standalone or integrated financial planning. FLP builds customized portfolios around a strategic asset allocation framework spanning global equities, fixed income, and alternative investments, using internally managed strategies, third‑party managers, ETFs, and individual securities as appropriate. The firm applies sustainable investing and optimized indexing options for clients who request them, and recently disclosed the addition of proprietary Focused Growth and AI Focused Growth US Equity strategies in its March 31, 2026 amendment. What distinguishes FLP from many peers is its affiliation with a trust company (Darwin Trust Company of New Hampshire) and its active role with investment company vehicles: FLP is the adviser to the AOG Institutional Fund (an interval fund with allocations to private equity, venture capital, private credit, and real estate) and serves as a consultative sub‑adviser to the AFA Asset Based Lending Fund. The firm also provides periodic reports on non‑financial/sustainable aspects of portfolios, maintains a formal family office offering and consulting arm, and has recently reported multiple material amendments to its ADV (including strategy and institutional fee updates).

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.