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F.L.Putnam Investment Management Company is an independent firm that provides a comprehensive range of personalized investment management services. We are registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Our offices are located in Wellesley, Massachusetts and Portland, Maine. We have a nationally-diversified clientele including individuals, families, foundations, religious organizations, endowments, unions and other institutions.
Our minimum account size is $500,000.
We are often asked what distinguishes our investment services:
- We have a reputation for highly-personalized service that has earned our clients' trust over the years. Many of these relationships span decades and generations
- Every client portfolio is a separate account and is customized to meet the exact requirements of each client
- Our portfolio managers have many decades of combined investment industry experience through all types of market conditions
- Our investment management fees are considered to be reasonable by any standard
Disclaimer
F.L.Putnam Investment Management Company is a registered investment advisor, located in Wellesley, Massachusetts and Portland, Maine. F.L.Putnam Investment Management Company may only transact business in those states in which it is registered, or qualifies for an exception or exclusion from registration requirements. F.L.Putnam Investment Management Company website is limited to the dissemination of general information pertaining to its investment management and financial advisory services. Accordingly, F.L.Putnam Investment Management Company does not effect transactions of securities, or the rendering of personalized investment advice over the Internet.
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