Portsmouth, NH Maplewood Ave Office

Team
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F L Putnam Investment Management Co. logo

F L Putnam Investment Management Co.

Multi-team

Firm-wide stats for F L Putnam Investment Management Co.

Total advisors

78

Across 16 offices

Clients per advisor

36 Low

Avg AUM per client

$2,678,607 Very High

HNW client ratio

53% Very High

About

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.

Based on F L Putnam Investment Management Co.

Expertise

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management

Based on F L Putnam Investment Management Co.

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on F L Putnam Investment Management Co.

Location

29 Maplewood Ave, Suite 3

Portsmouth NH 03801

Advisors at this office

6

Advisors at this office

user avatar

Thomas B

CFP®

Portsmouth, NH

F L Putnam Investment Management Co.

Thomas Burleigh is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at F.L. Putnam Investment Management Co. and previously spent six years at CMH Wealth Management, LLC, and nine years at Longfellow Investment Management Company. F.L. Putnam serves a broad client base including individual investors, families, and various institutional clients. The firm offers customized, team-based investment management and financial planning, employing both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Daosith L

CFP®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Daosith Lemay is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent 11 years at Financial Focus, Inc., and 4 years at Ameriprise. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning across a variety of asset classes and strategies. The firm combines macroeconomic and security-level research with limited use of artificial intelligence tools, maintaining final investment decisions with qualified professionals.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Michael H

CFA®, Series 63

Portsmouth, NH

F L Putnam Investment Management Co.

Michael Hanlon is a CFA® charterholder with nine years of industry experience. He is currently with F.L. Putnam Investment Management Company and previously worked at Howell Valuation, the University of New Hampshire, and R M Davis Inc. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning across equities, fixed income, and alternatives. The firm employs a research-driven process combining macroeconomic and security-level analysis and provides a range of advisory and consulting services.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Timothy H

CFP®, Series 63, Series 65

Portsmouth, NH

F L Putnam Investment Management Co.

Timothy Hamilton is a CFP® credentialed advisor with 17 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2022, following roles at Measured Wealth Private Client Group, LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory work, he is involved in life insurance sales and Medicare supplements as a producing general agent. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across various asset classes, with options for sustainable investing and tax-aware rebalancing, and provides advisory services to specialized investment vehicles.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Mike G

Series 63, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Mike Gula is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Cambridge Trust Wealth. F.L. Putnam serves a diverse client base including individual investors, families, institutions, and registered investment companies. The firm employs a team-based, customized investment approach using internally managed strategies and third-party managers across multiple asset classes, offering solutions such as discretionary management, consulting, and family office services.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Michael D

CFP®

Portsmouth, NH

F L Putnam Investment Management Co.

Michael Desclos is a CFP® professional with six years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions. The firm offers customized, team-based investment management and advisory services across a broad range of strategies, combining internal and third-party managers with options such as sustainable investing and tax-aware rebalancing.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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