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Putnam Investment

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Putnam Investment

Overview:

Since 1937, when George Putnam created a prudent mix of stocks and bonds in a single, professionally managed portfolio, we have championed the wisdom of the balanced approach. Today, we offer investors a world of equity, fixed-income, multi-asset, and absolute return portfolios so investors can pursue a range of financial goals. Our seasoned portfolio managers seek superior results over time, backed by original, fundamental research on a global scale. We believe in service excellence, in the value of experienced financial advice, and in putting clients first in everything we do.

History: Founded in 1937.

KEY Facts:

Over 75 years of investment experience

$150 billion in assets under management*

Over 80 mutual funds and 50 institutional strategies across a range of asset classes and investment styles
205 investment professionals

Offices in Boston, London, Frankfurt, Tokyo, Sydney, Singapore, and Beijing

Asset Under Management: $150 billion (December 2013)

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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