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F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Fund Architects LLC is a SEC Registered Investment Advisor providing discretionary, fee-based money management services to other Investment Advisors and individual investors around the country. Each of the firm`s proprietary investment portfolios is constructed from a broad universe of exchange traded funds utilizing a variety of qualitative and quantitative factors. Built to maximize returns by minimizing fees, the Fund Architects Global ETF Series includes strategies ranging from aggressive portfolios designed to maximize growth to defensive strategies designed primarily to preserve capital.
Aurion Capital Management Incorporation is a Toronto, ON-based company in the Financial Services sector.
Kansas Technology Enterprise Corporation is a Topeka, KS-based company in the Financial Services sector.