F.L.Putnam Investment Management Company

Thank you Mark Bruno and the Emigrant Partners team for featuring our CEO, Tom Manning, on the RIA+ podcast. Mark and Tom dive into the firm’s organic growth model, approach to M&A, and the importance of keeping your eye on the ball for clients. Tune in ⬇

Our Massachusetts team came together to support The Wonderfund this holiday season, which serves kids engaged with the Massachusetts Department of Children and Families. This incredible organization fulfills the holiday wishes of thousands of children and teens across the Commonwealth. We can’t wait to shop and wrap again next year!

We are pleased to announce that the Maine Justice Foundation Racial Justice Fund has awarded grants to six inspiring Maine organizations for 2024. Over the past four years, the Fund has distributed $130,000 in grants to address racism and inequities in Maine’s institutions and communities. We at F.L.Putnam are honored to be one of the founders of this Fund. Read more ⬇

Watch Ellen Hazen, CFA, F.L.Putnam’s Chief Market Strategist and Portfolio Manager, on CNBC Power Lunch as she discusses Fed Chair Powell’s recent remarks and the potential impact on the economy and #markets. https://bit.ly/4gitmVu

Each month, our Chief Market Strategist and Portfolio Manager, Ellen Hazen, CFA, examines the key trends influencing the #markets. In her final report for 2024, Ellen analyzes potential changes in the fundamental economic factors under the new administration and explains why she believes the core forces driving the economy will remain unchanged. Read Ellen's full report here: https://bit.ly/3VB4S1b

F.L.Putnam’s private client advisor Scott Mazuzan, CFP® is teaming up with Town & Country Federal Credit Union to talk about making your money last in retirement. The free online workshop will explore money moves you can take to increase your retirement income, how to deal with current market fluctuations, ways to structure your savings so you don’t have to worry about running out of money, how to develop a retirement tax strategy, required minimum distributions (RMDs) and common misconceptions about retirement planning. To learn more and register: https://ow.ly/EOB450UnMW1

We are honored to have been recognized as a top #RIA for the fourth consecutive year by Financial Planning. Thank you to our colleagues and clients who made this recognition possible. View the full list ranking here: https://lnkd.in/e5ZjW4Dx Disclosure: Financial Planning Magazine’s data partner COMPLY, ranked the top 150 fee-only registered investment advisory firms in the U.S. by applying the following six criteria to firms' required SEC Form ADV filings in September 2024. There was no fee to participate. Firms must have zero registered representatives of a broker-dealer; At least 50% of the firm's clients must be individuals or high net worth individuals; Firms must not list commissions as a compensation arrangement; Firms must have more than zero financial planning clients; Firms must not list commission-taking businesses in "other business activities"; Firms cannot be affiliated under common ownership with commission-taking businesses.

Earlier this week, Michael Boensch, Managing Director of Investment Manager Research at FLP Atrato Consulting, participated in a panel discussion alongside executives at BlackRock Blue Owl Capital and Coller Capital, about navigating the complexities of private markets. Thank you, Dynasty Financial Partners, for bringing us all together to ReFRAME the discussion around investments, the global economy, and the wealth management industry.

We are incredibly proud of our employees who strive to enhance their knowledge and expertise in the industry. Today, we want to highlight our RIA Relationship Manager, Jake Mercier, CAIA, who has officially earned the Chartered Alternative Investment Analyst (CAIA®) designation. Jake joined us in 2020 and has been instrumental in educating F.L.Putnam’s #RIA clients about our alternative investment capabilities. Please join us in congratulating Jake on this achievement. Your hard work and commitment to excellence continue to inspire us all!

Today we honor and salute all the veterans who have served our country. Thank you for your service, commitment, and sacrifice. #VeteransDay