Putman Capital Management, Inc.

Putman Capital Management serves individual and high-net-worth clients and families, offering asset management, comprehensive financial life planning, asset allocation and portfolio monitoring, selection of sub‑advisers, and required minimum distribution (RMD) services. The firm provides managed accounts through an institutional custodian relationship and may implement strategies using mutual funds, ETFs, stocks, bonds, annuities and, where appropriate, a sub‑adviser program.

The firm's approach blends tax‑advantaged financial life planning with investment management, incorporating CPA-level tax considerations into plan recommendations and emphasizing client discovery to tailor allocations to goals and risk tolerance. Portfolio management is primarily non‑discretionary, so recommendations are discussed with clients before trades are placed, although the firm may hold positions long term or trade more actively as client objectives dictate.

Compared with many peers, Putman is formally co‑marketed with an affiliated accounting practice, enabling in‑house tax planning integration and the option to refer RMD tax work to the accounting business for separate engagement. The firm also offers no‑charge financial education seminars and reports that a substantial majority of its assets are managed on a non‑discretionary basis, features that are less common among similar supported advisory firms.