F L Putnam Investment Management Company

Date:

Investment Advisory Philosophy And Approach

Nasdaq 13.6 percent down from record

A broad perspective and a deep investment capability allow us to rapidly adapt and change course when markets or client goals and objectives dictate that we do so.

Given the ever-changing economic and market conditions, we maintain an environment in which our advisors can focus on your long-term goals and objectives yet remain nimble in order to be proactive on your behalf.

  • Advice-driven approach

We are a global asset manager with extensive expertise and access to a deep set of investment options drawing from both our internal equity and fixed income strategies as well as our open architecture platform. Our advisors create customized solutions that meet the specific needs of each of our clients. Our services include investment policy design, asset allocation and portfolio construction, security selection and ongoing portfolio management.

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The Crane Institute of Sustainability, Inc.

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Disclaimer: This website is provided for informational purposes only. Its contents do not constitute investment advice. Past performance does not guarantee future results. Investments and strategies discussed herein may not be suitable for all readers, so readers should consult with financial, legal, tax or accounting professionals before acting upon any information or analysis contained herein. This website does not measure or monitor the performance of mangers or funds. The lists, examples and case studies referencing investment managers and vehicles presented on this site should in no way be considered endorsements or investment solicitations. In no way should this site be construed as an offer to invest or a form of marketing. IEN cannot confirm the accuracy and reliability of third party materials posted or referenced on the site.

Quantitative Equity Income Strategies

High-quality companies with higher-than-average dividends

45-55 Securities

Max position sizes greater of 5% or benchmark weight

Up to 15% international

Mostly large cap with limited mid-/small-cap stocks

Expected turnover 20-35%

High-quality companies with higher-than-average dividends refined with integrated ESG analysis

45-55 Securities

Max position sizes greater of 5% or benchmark weight

Up to 15% international

Mostly large cap with limited mid-/small-cap stocks

Expected turnover 20-35%

Secondary Benchmark: Russell 1000 Value

All-Cap Equity Income

High-quality companies with higher-than-average dividends

45-55 Securities

Max position sizes greater of 5% or benchmark weight

Up to 15% international

Large-, mid-, and small-cap opportunity set

Expected turnover 20-35%

Blended Benchmark: 65% Russell 1000 / 35% Russell 2500

Small / Mid-Cap Equity Income

Focused array of high quality, small and mid-cap individual common stocks

45-55 Securities

Max position sizes greater of 5% or benchmark weight

Up to 15% international

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Flputnam Investment Management Company

F.L.Putnam Investment Management Company has decades of experience in environmental, social and governance analysis and socially responsible investing . They have leveraged their experience to build a broad solution set for clients who are interested in sustainable investing. F.L.Putnam helps clients balance three key objectives: to address social and environmental challenges, to align portfolios with core values or mission, and to achieve long-term financial objectives.

Solutions Based On Your Personal Circumstancesnot Your Demographic Profile

KWM Communications  Strategic Communications &  Marketing Firm

Financial planning is a broad and multifaceted effort that involves the integration of investments with other financial considerations. Your plan is the foundation on which we set goals that shape your financial health in practical, understandable terms.

Investment Advisory

Our investment advisors help you define your objectives and construct portfolios that will serve you well over the long term. Together we make smart decisions about how to allocate assets and choose underlying investment vehicles all while seeking to minimize your annual tax burden.

Investment Management

We are a boutique. We tailor investments to meet the unique needs of our clients. We offer a suite of customized equity and fixed income solutions run by a seasoned team of portfolio managers.

We assign a financial planner and investment advisor to every client.

Meet our Client Advisory Team

Susan MacMichael John, CFP®

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Flputnam Acquires Investment Adviser Salem Capital Management

F.L. Putnam Investment Management Company has acquired Salem Capital Management for an undisclosed amount.

The acquisition was closed on 30 June 2022.

Massachusetts-based Salem Capital is a registered investment adviser catering to high-net-worth families, individuals, and small institutions.

F.L. Putnam CEO Tom Manning said: The Salem Capital team has a tremendous amount of investment and advisory experience, and we are excited to welcome them to our team.

Together we are able to expand the services available to the clients of both firms, including offering F.L. Putnam clients a new equity value separate-account strategy focused on large cap value equities that complements our other investment management strategies and capabilities.

Following the acquisition, Salem Capital co-founder Hal Rubin and president Kim Ratcliffe have joined F.L. Putnam as investment advisers. They are based in the firms Lynnfield office which has a team of 16 employees.

Rubin said: Kim and I are excited about joining forces with a firm that has the versatility that F.L. Putnam has and is known for delivering high-value services on behalf of its clients.

The clients we serve at Salem Capital will absolutely benefit from our two firms coming together, and we expect this acquisition to provide advantages to FL Putnam clients as well.

It currently has offices in Maine, Massachusetts, New Hampshire, New York, and Rhode Island.

What Is The Historical Performance Of F L Putnam Investment Management Co

Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client’s personal financial situation.

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What Services Can F L Putnam Investment Management Co Provide

As a financial advisory firm, F L Putnam Investment Management Co. can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio .Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. For further detail, see our articles on different types of advisors and financial advisor services.

Flputnam Acquires $230m Salem Capital In Massachusetts

Portfolio manager on how to buy after the sell-off: ‘Have a shopping list’

July 26, 2022Eric Rasmussen

F.L.Putnam Investment Management Company, the almost 40-year-old investment and wealth management firm, said today that it had acquired Salem Capital Management, a firm in Woburn, Mass., with some $230 million in assets under management.

F.L.Putnam, which operates from several offices in New England and New York City, said that it had brought on board Salems co-founder Hal Rubin and its president Kim Ratcliffe, as well as one operations person. F.L.Putnam now has $5.4 billion in assets under advisement, as well as 84 employees, including 35 client advisors.

Rubin and Ratcliffe will be based in Lynnfield, Mass. The deal closed on June 30.

Tom Manning, F.L.Putnams president and CEO, said in an interview with Financial Advisor that his firm had begun talks with Rubin and Ratcliffe at the end of 2019, but the deal had been put off by the outbreak of Covid-19. F.L.Putnam has a long track record as an investment manager with many approaches in its style bag, including a sustainable investing track that has been a big draw. But Salems investment management team brought a special value investing style that complemented F.L.Putnams efforts, Manning said.

Salems strategy is different from our equity income strategy, and it adds a new flavor to the lineup, he said.

When we have critical masses of clients that have certain needs we tend to create capabilities to meet those needs, he said.

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What Is Atrato Consulting

Creative and Unconstrained: We deliver an eclectic and adaptive consulting partnership, providing sophisticated bandwidth to investors drawn to both boutique and institutional asset managers across alternative as well as traditional strategies.

Tireless Sourcing and Diligence: Markets change. With few exceptions, the investment manager landscape is a crowded place strategies with definable and sustainable advantages are increasingly elusive. In addition to overall research bandwidth, we apply sophistication and discipline to identify, measure, vet, and endorse these opportunities.

Comfortable with the Complex: Our team draws from deep experience and a unique pedigree in supporting clients with complex needs across the landscape of core and niche alternative and impact-related investments. Areas of expertise include private markets in equity and credit, real and hard asset investing, hedge funds, and ESG and SRI mandates.

Customization over Forced Economies of Scale: The creation of a unique and appropriate client portfolio requires a carefully measured recipe of asset classes, investment strategies, appetite for risk tolerance, patience, and agility. It also requires a nuanced understanding of each clients investment culture, preferences, investment goals and timeline.

Where Is F L Putnam Investment Management Co Headquartered Which States Do Its Financial Advisors Serve

F L Putnam Investment Management Co. is headquartered in Wellesley, MA and currently serves in 25 states: California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington.

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