F.L.Putnam Investment Management Company (FLP) provides financial advisory services, investment management, and consulting to a diversified clientele that includes individuals and families as well as endowments and foundations. We are registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. We serve clients nationally and have offices in Maine, Massachusetts, New Hampshire, Rhode Island, New York, and Florida. FLP was incorporated in 1983 by David Putnam.
As of June 30, 2023, has 96 employees nationally, over $5 billion in assets under management, and $1.9 billion in consulting assets under advisement.
FLP provides clients with an integrated approach, high-tough service, and customized solutions, supported by data-driven analysis and a deeply experienced and highly credentialed team of fiduciaries. Our shared values inform all our processes, and it is our goal to be accessible, approachable, and collaborative. Our team-based approach allows our Advisors to apply their specific areas of expertise to address your unique circumstances. We equip each Advisor with advanced technology, tools, and training, enabling them to provide the best possible advice across the full spectrum of financial planning and investment management.
Giving financial advice is a complex activity requiring expertise in many different disciplines. We will integrate the relevant elements of your personal and financial circumstances and collaborate with you to form a plan that works best for you. It's a conversation.
We start with where you are.