FLPUTNAM.COM

F.L.Putnam Investment Management Company

F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and 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, and Portsmouth, NH locations. The company was incorporated in 1983.

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CONTACTS AT FLPUTNAM.COM

F.L. Putnam

245 Co●●●●●●al St.

Por●●●and , ME, 04101

US

1.99●●●●9999

do●●●●●@TWMAINE.COM

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F,L. Putnam

Flaherty, Ellen

245 Co●●●●●●al St.

Por●●●and , ME, 04101

US

1.20●●●●3197

ef●●●●●●●@flputnam.com

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F,L. Putnam

Flaherty, Ellen

245 Co●●●●●●al St.

Por●●●and , ME, 04101

US

1.20●●●●3197

ef●●●●●●●@flputnam.com

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REGISTERED: 1995 November 22
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F.L.Putnam Investment Management Company | flputnam.com Reviews

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F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and 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, and Portsmouth, NH locations. The company was incorporated in 1983.

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4 invest

5 investor

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8 finance

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F.L.Putnam Investment Management Company | flputnam.com Reviews

https://flputnam.com

F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and 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, and Portsmouth, NH locations. The company was incorporated in 1983.

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March 22, 2018. Enter your User Name below. Enter your Password below. If you have forgotten your password, please call our Wellesley office at 800-344-3435. FLPutnam Investment Management Company info@flputnam.com. Wellesley, MA • 781.235.6323 • 800.344.3435 Portland, ME • 207.775.3197 • 800.356.1781.

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flputnam.com

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F.L.Putnam Investment Management Company — Our Story

http://www.flputnam.com/index.php/about/our-story

Looking ahead, F.L.Putnam will continue to adapt and grow to meet the challenges of a changing, more complex global investing environment. We will continue to invest in the company for the benefit of our clients, and our approach to serving clients will be consistent with the best traditions of the firm. An investment strategy should not be on auto pilot. We are committed to communication; adapting to changing circumstances and reassessing goals. At every stage of the relationship, the client’s p...This ...

2

F.L.Putnam Investment Management Company — Our Approach

http://www.flputnam.com/index.php/about/our-approach

FLPutnam is an independent investment advisory firm registered with the Securities and Exchange Commission under the. Investment Advisers Act of 1940. FLPutnam has cultivated a reputation for highly personalized service. We emphasize open, frequent communication with direct access to the Portfolio Manager. Clients also benefit from working with a dedicated Account Officer to assist with administrative matters. This team approach has helped the firm achieve a client asset retention rate of 97%...Our appro...

3

F.L.Putnam Investment Management Company — Our Team

http://www.flputnam.com/index.php/our-team

R Thomas Manning Jr., CFA. Chief Executive Officer and President. Senior Vice President, Chief Operating Officer. Michael A. Karlonas. Robertson P. Breed, CFA. Senior Vice President, Portfolio Manager. Ellen K. Hazen, CFA. Senior Vice President, Portfolio Manager. DJ Shaughnessy, CFA. Senior Vice President, Portfolio Manager. Steven N. Violin, CFA. Senior Vice President, Portfolio Manager. Andrew B. Wetzel, CFA. Senior Vice President, Portfolio Manager. John V. Carberry. Scott Mazuzan, CFP. Clarity and t...

4

F.L.Putnam Investment Management Company — Institutions

http://www.flputnam.com/index.php/institutions

FLPutnam has extensive experience managing portfolios for a broad range of institutional and non-profit clients including:. Hospitals and Health Care Facilities. Review of corporate securities highlighting socially responsible investing issues. Detailed ‘sub-account’ monitoring for restricted funds. A review of asset allocation policy and sustainable spending rates. Processing donations of securities. Our approach to investing starts with a simple idea: Each client is different. Customization is the ...

5

F.L.Putnam Investment Management Company — Introduction

http://www.flputnam.com/index.php/video-overview

AGREEMENT BETWEEN USER AND F.L.Putnam Investment Management Company. This Web Site is comprised of various Web pages, including any blog(s), and offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of the Company Web Site constitutes your agreement to all such terms, conditions, and notices. MODIFICATION OF THESE TERMS OF USE. Past performance may not be indicative of future results. No current or prospective client or any...

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Past Programs | Hirundo Wildlife Refuge

http://www.hirundomaine.org/http:/www.hirundomaine.org/category/past-programs

2400 acres of woods, waters, wetlands and wildlife open to the public year-round. Bird’s-eye view of the Refuge. Support Hirundo with your vote before August 29. The Larouche family of Hirundo Wildlife Refuge (HWR) in Old Town is one of five finalists for the annual People’s Choice Award of the Natural Resources Council of Maine (NRCM). NRCM is Maine’s largest environmental organization. Category Archives: Past Programs. Thank you for your support! Pushaw to the Penobscot. Saturday, July 16. Pushaw to th...

clients.flputnam.com

F.L. Putnam | Referrals

https://clients.flputnam.com/Referrals/tabid/59/Default.aspx

August 22, 2016. Making a Referral at F.L. Putnam. Referrals from our clients are the most highly-valued source of new business for our firm. If you know someone who may be looking for a professional investment manager, we would be happy to speak with them. The easiest way to make a referral is to have the individual contact your Portfolio Manager directly, using you as a reference. Otherwise, you can ask us to contact the individual to send material about our firm and/or arrange a meeting with them.

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FLPutnam Investment Management Company. Registration with the SEC should not be construed as an endorsement by a regulatory authority of adviser’s skill or acumen. Total Assets Under Management. 104 Endowments and Foundations. 451 Private Clients: Individuals and Families. Average industry experience among the Portfolio Management Team. Average industry experience among the Client Advisor Team. We are known for our exemplary client service and our long-standing client relationships. We believe first and ...

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