SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right: JEFFREY MATA, GLEN MARTIN CFP ®, LORRAINE SILVA CFP ®, MARIANNE PURSLEY CFP ®, THOMAS FAY CFA, JODY CULLINANE, ANDREA BOSGRAAF, ROGER BEGIN CFP ®, DANNY DEPETRO.
INTELLECT, INTEGRITY AND INVESTMENT EXPERIENCE F. L. Putnam Investment Management Company
F. L. Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, consulting and financial planning services to a nationally diversified clientele.
The company has $ 12.4 billion in assets under advisement( as of Feb. 28, 2025). Regional President and Managing Director of FLP’ s Investment Advisory Services, Tom Fay, CFA, leads a talented team of investment and wealth management specialists highly focused on building trusted relationships among entrepreneurs, local nonprofit board members, retirees, and high-net-worth individuals and their families. The highly credentialed team includes community leaders with an average of more than thirty years of industry experience, all in the greater Providence area.
Our approach is client-centric, data driven and comprehensive, resulting in an exceptional client experience that will exceed expectations.
As fiduciaries, we are here to serve the needs of our clients. As stewards of capital, we are dedicated to growing and preserving our clients’ assets. We have a long history and strong background in sustainable investing and using environmental, social and environmental risk analysis is a component of our investment approach, which is tailored to meet our clients’ personal goals. We are committed to providing transparency in our communications, in our fee structure, and in our client reporting.
We seek to understand the unique financial complexities of our clients. Your specific goals and objectives guide the development of an integrated solution, which is then implemented by a team of experienced professionals on your behalf.
LOGO
100 Westminster St., Suite 1004 Providence, RI
401-861-0424 | flputnam. com
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Socially Responsible Investing involves the incorporation of Environmental, Social and Governance(“ ESG”) considerations into the investment due diligence process. There are potential limitations associated with allocating a portion of an investment portfolio in ESG securities( i. e., securities that have a mandate to avoid, when possible, investments in such products as alcohol, tobacco, firearms, oil drilling, gambling, etc.). This material has been created for informational purposes, and it should not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Nothing in this communication is intended to be or should be construed as individualized investment advice. Past performance may not be indicative of future results. A detailed description of listed professional designations is available upon request or in our firm’ s Form ADV Part 2B.
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