WELLESLEY, Mass., June 16, 2016 /PRNewswire/ -- F.L.Putnam Investment Management Company (F.L.Putnam), announced today that it has been named to the 2016 Financial Times 300 Top Registered Investment Advisers list (FT 300). The FT 300 recognizes the top independent registered investment advisers (RIA) across the U.S. F.L.Putnam was among a select group of firms recognized in Massachusetts.
"It is an honor to be ranked among this elite group of RIA's," commented CEO Tom Manning. "This recognition by The Financial Times is a testament to our rigorous investment process and the unwavering commitment of our team who consistently go above and beyond to ensure our clients' needs are met."
This is the third annual FT 300 list, produced independently by The Financial Times in collaboration with Ignites Research. More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). RIA's were graded on six primary areas: AUM, AUM growth, years in existence, compliance record, industry credentials, and online accessibility.
F.L.Putnam's inclusion on the FT 300 follows several major firm announcements including the appointment of Tom Manning as CEO and president in December 2015 and the expansion of the firm's Financial Planning Offering in March 2016.
About F.L.Putnam Investment Management Company
F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of March 31, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client's financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH. For more information, visit www.flputnam.com.
FT 300 Disclosure:
The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, years in existence, compliance record, industry credentials, and online accessibility. Neither the RIA firms nor their employees pay a fee to the FT in exchange for inclusion in the FT 300.
Kellie Walsh May
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SOURCE F.L. Putnam Investment Management Company