Investors Capital

Putnam Investments is a diversified equity-only asset manager based in Wilbraham, MA, focused on helping clients achieve their financial goals through stock-driven investment strategies. The firm emphasizes a philosophy centered on stock-specific exposures and a hybrid fundamental research structure to deliver unique insights and differentiated alpha. Putnam's approach to risk management highlights the importance of portfolio construction, aligning the interests of their portfolio managers and analysts with those of their clients through performance-based compensation. The company offers a variety of equity portfolios that span global markets and various investment styles, continually adapting to the evolving landscape of investment opportunities. Generated from the website

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful and open relationships are the foundation of my practice. You've worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you.