Portsmouth, NH Bow Street 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

99 Bow Street, Suite 300 East

Portsmouth NH 03801

Advisors at this office

4

Advisors at this office

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Andrew L

CFA®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Andrew Litzerman is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC and Citigroup Global Markets. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that customizes strategies across equities, fixed income, and alternative investments, incorporating both internally managed and third-party managers to meet client objectives.

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

Monica M

CFA®, Series 63

Portsmouth, NH

F L Putnam Investment Management Co.

Monica Mccarthy is a CFA® charterholder with 24 years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC for 21 years among other firms. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based investment management tailored to clients’ objectives. The firm utilizes a combination of internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing for taxable clients.

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

Christian S

CFP®, Series 66

Portsmouth, NH

F L Putnam Investment Management Co.

Christian Sullivan is a CFP® professional with 12 years of experience in the financial industry. He currently works at F L Putnam Investment Management Co. and previously held roles at Seascape Capital Management, LLC, TIAA-CREF, and Merrill. Outside of his advisory work, he is a manager and trustee of an LLC that owns personal real estate property managed by a homeowners association. F L Putnam serves a diverse range of clients including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven process and integrates internally managed and third-party strategies across various asset classes, providing services such as discretionary management, family office solutions, and sub-advisory roles.

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

Laurie B

Series 65

Portsmouth, NH

F L Putnam Investment Management Co.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
View complete list of advisors at this office
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