Barron’s Ranks F.L.Putnam’s Robertson Breed Top Advisor

March 24, 2022

FOR IMMEDIATE RELEASE

Barron’s Ranks F.L.Putnam’s Robertson Breed Top Advisor

WELLESLEY, Mass., March 24, 2022 – F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA® has been named to the Barron’s Top 1,200 Financial Advisors by State list, ranking #2 in the state of Maine. The recognition marks the fourth consecutive year that Barron’s has recognized Mr. Breed as one of Maine’s top advisors.

“Rob consistently demonstrates why he is one of the best advisors in the business. He works tirelessly to implement strategies that help his clients get through periods of volatility while allowing them to remain focused on their goals. He builds extremely productive relationships with them, and they trust his advice. Rob is very deserving of this recognition,” commented Tom Manning, CEO of F.L.Putnam.

Mr. Breed joined F.L.Putnam in 1991, where he serves as Managing Director of Investment Advisory Services advising high-net-worth individuals and families, foundations, and endowments on their financial goals. He currently oversees the firm’s Core U.S. Equity Strategy and co-chairs its Asset Allocation Committee. An active member of the Maine community, Mr. Breed is a Co-Founding Board Member of the CFA Society Maine and serves on the Investment Committee of the Maine Community College System. He also has a long association with several local non-profit organizations including Maine Initiatives, which supports social, economic, and environmental causes throughout Maine.

Prior to F.L.Putnam, Mr. Breed was an institutional equity trader for both E.F.Hutton and Montgomery Securities.

The Barron’s ranking of the Top 1,200 Financial Advisors by State is based on data provided by around 6,000 of the nation’s most productive advisors. To compile the ranking, Barron’s takes several factors into account including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component.

About F.L.Putnam Investment Management Company
F.L.Putnam provides investment management, financial planning, and consulting services to high-net-worth clients and institutions, including endowments and foundations. Since 1983, F.L.Putnam has delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. The firm serves clients nationally from offices in Maine, Massachusetts, New Hampshire, New York, and Rhode Island. More information is available at www.flputnam.com.

Contact:
KWM Communications
Kellie Walsh
914-315-6072
kwalsh@kwmcommunications.com


Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.  Any rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria. Adviser neither provided any financial remuneration to these third-parties nor exercised any influence or control over the criteria used or the results generated, other than providing or making available, directly or indirectly, objective numerical data that could have been used by third-party as input variables.

*Information regarding Barron’s Top 1,200 Advisors Ranking:

  • Rankings are awarded in March of every year
  • The 12-month time period that is assessed begins October 1 and ends September 30
  • Calculations are done internally by the Barron’s Advisor rankings team. There are no third parties involved.
  • There is no fee to participate in the rankings. There are fees to license logos/reprints. Whether or not an advisor decides to pay Barron’s fees for these other products has no effect on their eligibility for the ranking or the likelihood that they will be ranked. For more information: https://www.barrons-advisor.com/rankings.html
    • FLPutnam has never purchased a logo or reprint for this ranking
  • Methodology: Rankings are based upon
    • assets under management/asset growth
    • revenue produced for the firm/revenue growth
    • regulatory record
    • quality of practice
    • philanthropic work

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