Investment Advisory

Philosophy and Approach

Comprehensive: Markets constantly evolve. We continually review your portfolio and investment objectives to ensure progress towards your long-term goals isn’t interrupted.

Strategic: We collaborate with you to develop a formal Investment Policy Statement that outlines your long-term goals and objectives and defines our discretionary authority to manage your portfolio.

Unconstrained: We construct portfolios tailored to meet the specific needs of our clients. We have built a deep and broad investment platform that allows us to employ our best ideas on your behalf.

Diligent: Safeguarding your finances is a responsibility we take seriously. We rigorously analyze each and every investment as part of the decision-making process.

Accessible: Our dedicated and consistent team approach means that you have direct access to all our resources when you need it.

Adaptable: We are committed to continually investing in technology and operational infrastructure to deliver superior client service.

Investment Advisory Services

Investment Policy Design

Set goals and objective, time horizon, liquidity constraints, income and withdrawal requirements, cash flow planning, unique considerations, and tax constraints

Integrated with financial plan

Asset Allocation and Portfolio Construction

Strategic (long-term) and tactical (short-term) positioning

Market-driven rebalancing based upon forward-looking expectations

Manager and Security Selection

Traditional and alternative asset classes

Passive and active strategies

Hybrid architecture: proprietary and non-proprietary, dependent upon client-specific factors

Ongoing Portfolio Management

Tax-loss harvesting where appropriate

Thoughtful cash flow planning

Adherence to Investment Policy Statement

Proactive client communication

Reporting

Clients find that our proprietary investment advisory reporting helps them fully understand how we construct portfolios with a degree of specificity that off-the-shelf reports are unable to duplicate.

Get in touch to schedule a time to talk with a member of the F.L.Putnam team by reaching out to us below.

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