Institutional Investment Advisory

Philosophy and Approach

Client-centric: We strive to learn your long-term goals and objectives and we are nimble and proactive in their pursuit.

Comprehensive: Markets change. We continually review your portfolio and investment objectives, so they align with your long term-goals.

Strategic: We collaborate with you to develop an investment policy statement that outlines your long-term goals and objectives and defines our mandate as your investment advisor.

Tactical: We constantly assess market conditions and will suggest adjustments to your asset allocation when we believe they can increase the return or decrease the volatility of your portfolio.

Unconstrained: We employ a hybrid investment architecture consisting of internally managed strategies and access to vetted third-party strategies. This diversity of investment options includes both active and passive strategies as well as traditional and alternative investments.

Allocators and Investors: We perform manager due diligence, selection, and monitoring with the same precision as our security selection process.

Accessible: Our dedicated and consistent team approach means that you have direct access to all of our resources and decision-makers.

Forward-looking: We continually invest in technology and operational infrastructure in order to deliver a superior client experience.

Investment Advisory Services

Investment Policy Design

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

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

Thoughtful cash flow planning

Adherence to Investment Policy Statement

Proactive client communication


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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