F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and fee-only financial planning services to a nationally diversified clientele that includes endowments and foundations, as well as individuals and families. We are registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. We serve clients out of our Wellesley MA, Portland ME, Wolfeboro NH, and Providence RI locations. The company was incorporated in 1983.
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Registration with the SEC should not be construed as an endorsement by a regulatory authority of adviser’s skill or acumen.

1008 Client Relationships

114 Endowments and Foundations
894 Private Clients: Individuals and Families

51 Employees

7 CFA® charterholders
11 CFP® practitioners

24 Years

Average industry experience among the Investment Management Team

25 Years

Average industry experience among the Private Client Advisory Team
8/31/2020
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Our Clients

We are known for our exemplary client service and our long-standing client relationships.

Over half of our clients have been with us for more than ten years.

Client Tenure

10+ Years
53% of clients
15+ Years
36% of clients
20+ Years
11% of clients
25+ Years
4% of clients
53 %
36 %
11 %
4 %
 
<10 Years
750.4M
10-15 Years
277.3M
15-20 Years
395.7M
20-25 Years
115.0M
25+ Years
67.8M
Approximate client relationships as of 12/31/2018

Our Philosophy

We believe first and foremost that we are here to serve you. We continue to evolve our business in a way that helps us stay ahead of the ever-changing markets in an effort to meet your needs. As stewards of your capital, we are committed to providing an unparalleled level of customized service, and real-time information that is both relevant and educational.

Our Approach

We strive to understand the unique financial complexities of our clients. Specific goals and objectives guide the development of an integrated solution, which is then implemented by a team of experienced professionals. Broad capabilities lead to customized solutions such as planning, investment policy, asset allocation, portfolio construction, security selection, and reporting.
 

Our Legacy

Our Legacy

1919
Frederic Lawrence Putnam Harvard University
1920
Mr. F.L. Putnam Joins Boston Office of R.M. Grant & Co., Municipal Bonds, Devonshire Street
1923
Putnam & Storer Founded (changed to F.L.Putnam & Co. in 1927)
1983
F.L.Putnam Investment Management Company Formally Incorporated, David W.C. Putnam, President
1990
F.L.Putnam Acquires Winslow Asset Management of Portland, ME
2001
John V. Carberry Named President. AUM $500 Million
2015
Tom Manning Named CEO and President. Company adopts ESOP. AUM $1.4 Billion
 
 
 
Note: F.L.Putnam Investment Management Company is a subsidiary of F.L. Putnam Securities Co.
 
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