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Mouli Cohen is a Belvedere Tiburon, CA-based company in the Financial Services sector.
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
Geneva Advisors is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas. We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized client service.
C.F.G. Heward Investment Mngmt is a Montr, QC-based company in the Financial Services sector.
Hutchens Investment Management Inc is a Concord, NH-based company in the Financial Services sector.