Custom and Proprietary Reporting Capabilities

We have made a significant investment in reporting technology to help us provide our clients with state-of-the-art, customizable statements of their investment portfolios. Produced internally by F.L.Putnam, they are designed to complement the regular reporting and real-time account access provided by clients’ independent third-party custodians.

Investment Advisory

We are a global asset manager with extensive expertise and access to a deep set of investment options drawing from both our internal investment management capability as well as our open architecture platform.

Investment Advisory

Current Portfolio Asset Allocation

Investment Advisory

Asset Allocation over Time

Investment Advisory

Prior Period Comparison

Investment Advisory

Portfolio Growth vs. Net Contributions/Withdrawals

Investment Advisory

Growth of $1mm vs. Benchmark

Investment Advisory

Risk vs. Return

Investment Advisory

Portfolio Activity Summary

Investment Advisory

YTD Realized Gains and Losses Detailed

Investment Management

We provide a broad array of internal equity and fixed income strategies that can be customized to meet the specific goals and objectives of our clients.

Investment Management

Equity Sector Allocation vs. Large, Small, International

Investment Management

Equity Sector Allocation vs. S&P500

Investment Management

Equity Sector Allocation vs. Russell 2000

Investment Management

Equity Sector Allocation vs. MSCI World ex US

Investment Management

Fixed Income Characteristics

Investment Management

Account and Asset Class Performance Since Inception

Investment Management

Account and Asset Class Performance by Calendar Year

Investment Management

Portfolio Return Comparison Short and Long Term

Sustainable Investing

We collaborate with clients to develop their investment policy and to help them understand how their criteria may alter the risk and return profile of their portfolio. Environmental, Social and Governance (ESG) factors are integrated into our fundamental research process.

Sustainable Investing

Company ESG Analysis

Sustainable Investing

Portfolio Carbon Footprint Analysis

Please contact us for a complimentary carbon footprint analysis of your current portfolio.

Sustainable Investing

S&P 500 Sector Weights - SRI Criteria

Sustainable Investing

Business Involvement Analysis

Sustainable Investing

Eligible vs. Excluded Index Performance

Sustainable Investing

Eligible vs Excluded Sector Performance

Sustainable Investing

All Sector Eligible vs Excluded Performance

Sustainable Investing

S&P 500 Sector Weights - SRI Criteria Exclusion Detail

For a complimentary carbon footprint anlysis of your portfolio,

Financial Planning

We believe holistic, collaborative planning empowers clients to take control of their financial future.

Leveraging our experience and expertise, we inform the ongoing decisions that shape your financial health in practical, understandable terms.

Financial Planning

Personal Balance Sheet

An itemized view of assets and liabilities.

Financial Planning

Goal Analysis

Statistical simulations of personalized scenarios

Financial Planning

Goal Summary

A closer look at goal timing, costs, and funding.

Financial Planning

Education Analysis

Financial Planning

Cash Flow

Financial Planning

Client Budget

Financial Planning

Income Tax

Financial Planning

Cash Flow

We would be happy to provide you with a complete sample package of our custom reporting.