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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 June 30, 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
AB is a leading global investment-management and research firm. We bring together a wide range of insights, expertise and innovations to advance the interests of our clients around the world. AB delivers a comprehensive range of investment strategies across the capital structure. Partnering closely with our clients, we shape the most appropriate solutions for their investment needs today, tomorrow and beyond.
Unlike conventional private equity firms, Equus operates as a private holding company to acquire, invest in and build meaningful businesses in partnership with management over an indefinite time horizon. We understand that achieving sustainable growth takes time, careful planning and methodical execution and thus often requires a long-term perspective.
INC 3 VENTURES is a Santa Clara, CA-based company in the Financial Services sector.
FD Ashton Partners is a San Francisco, CA-based company in the Financial Services sector.