by F.L.Putnam | Oct 24, 2024
LYNNFIELD, Mass., October 24, 2024 – F.L.Putnam Investment Management Company today announced that it has been named to Forbes’ 2024 Top RIA Firms list for the third consecutive year. “We are honored to be recognized again by Forbes as a Top RIA Firm. This...
by F.L.Putnam | Oct 8, 2024
LYNNFIELD, Mass., October 8, 2024 – F.L.Putnam Investment Management Company today announced the completion of its acquisition of Darwin Trust Company of New Hampshire, LLC (Darwin), a New Hampshire-chartered trust company. “This is an important investment for...
by F.L.Putnam | Sep 25, 2024
Firm is one of six Massachusetts-based companies listed on Barron’s list LYNNFIELD, Mass., September 25, 2024 – F.L.Putnam Investment Management Company today announced that it has been named to Barron’s 2024 Top RIA Firms list. The ranking of independent...
by Caroline Lumnah | Jul 25, 2024
Transactions add more than $1.25 billion in assets under management, 450 clients, and two new offices Arbor Capital, Four Ponds, and Ascension deepen F.L.Putnam’s financial planning and investment management capabilities with 10 new advisors LYNNFIELD, Mass., July 25,...
by Caroline Lumnah | Jul 18, 2024
F.L.Putnam was ranked for the eighth consecutive year on Financial Advisor Magazine’s list of the top independent registered investment advisors by year-end assets as of 12/31/23. The firm was also featured on Financial Advisor Magazine’s Top 50 Fastest-Growing Firms...
