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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
The FSB Companies, privately funded by Frank S. Brumfield, invests in and manages a diverse portfolio of companies at all stages of growth. Our portfolio includes the stability of real estate and other long-term investments, the diligence and creativity of growth-stage investments, and the excitement of angel and seed-stage investments.
Kirchner Private Capital is a Toronto, ON-based company in the Financial Services sector.
Pillar Point Capital Management is a Daly City, CA-based company in the Financial Services sector.
Himalaya Capital Ventures is a Pasadena, CA-based company in the Financial Services sector.