At F.L.Putnam our people set us apart.

Intellect, integrity, and experience supporting you and your goals

F.L.Putnam is more than the sum of its parts.

We offer a suite of services tailored to meet the needs of each client. When you work with us, you can trust that you have the intellect, integrity, and experience of the entire firm behind you.

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You have questions.
We provide expert advice.

Individuals

We demystify the process of managing, growing, and transferring your wealth. We partner with you to provide consistent, objective advice that allows you to make informed decisions about your financial life.

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Institutions

Circumstances may change, but your mission seldom waivers. We provide institutional consulting and investment management services to help advance your organization’s purpose today without losing sight of the future.

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Atrato Consulting

Through a high-touch and collaborative approach that considers each allocator’s unique investment culture, we support our family office and institutional clients with sophisticated research bandwidth across traditional and alternative investment strategies.  We emphasize process, objectivity, and agility in delivering tailored solutions to allocators through advisory or discretionary outsourced CIO paradigms.

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Sustainable Investing

Our approach provides a more comprehensive understanding of long-term strategic risks facing companies and helps identify those best positioned to succeed in a rapidly changing global environment.

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Accessible, approachable, and collaborative

We are a team of professionals at the top of our respective fields and fully committed to our clients’ success and well-being. Our dedicated and consistent team approach drives us to meet and exceed client expectations.

Meet Our Executive Team

Latest Updates

Is Your Portfolio “Sustainable”?

Sustainable investing in all its forms is surging.   As you can see in the chart below, over $100...

To Repay or Not to Repay? PPP and Deductible Expenses – UPDATED

UPDATE: The long-awaited Coronavirus relief legislation to provide needed funding to individuals...

Fear and Greed

It is said that fear and greed impact investment markets. Investors recognize that too much fear...

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