F.L.Putnam Investment Management

F.L. Putnam Investment Management is an advisory firm that offers a range of services in investment management, financial planning, and retirement solutions. The company primarily serves high-net-worth clients and institutions, including endowments and foundations. F.L. Putnam specializes in various aspects of wealth management, including investment strategy, portfolio management, and ESG investing. By providing tailored financial consulting services, the firm assists clients in making informed decisions about their financial futures.

Keith Elflein

Principal, Managing Director of Quantitative Strategies, Portfolio Manager and Member of the Investment Management Sub-Committee, Investment Policy Committee, Sustainable Investing Sub-Committee and Technology / Operations Sub-Committee

Past deals in Wealth Management

AOG Wealth Management

Acquisition in 2025
AOG Wealth Management, established by Frederick Baerenz, specializes in financial planning and investment management for high net worth individuals and small businesses in the Northern Virginia and Washington D.C. metropolitan area. The firm offers personalized, institutional-quality investment strategies in a boutique setting, leveraging over 100 years of combined advisory experience to navigate clients through diverse market conditions. AOG's comprehensive services extend beyond traditional stock market investments, aiming to optimize clients' wealth through tax mitigation strategies, financial planning, and charitable giving.

Arbor Capital Management

Acquisition in 2024
Arbor Capital Management is a professional services firm specializing in investment management. It caters to over 250 high-net-worth individuals, family businesses, and institutions, offering pure asset management and wealth preservation strategies. Additionally, the company provides comprehensive financial advisory and retirement planning services.

Darwin Trust Company

Acquisition in 2024
Darwin Trust is a company which provides Estate & Financial Planning, Retirement Planning, True Fiduciary & Trust Custodial Services.

Aurora Financial Group

Acquisition in 2023
Aurora Financial Group, LLC, established in Portland, Maine, is an independent registered investment advisor. The company offers a comprehensive range of financial services, including cash flow analysis, portfolio management, tax strategies, insurance and risk protection, estate planning, education funding, and healthcare planning.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.