An independent Registered Investment Advisor (RIA) firm based in San Rafael, California, The Putney Financial Group provides clients with a range of financial planning and wealth management services. The Putney Financial Group’s service offerings are tailored to each client’s needs, goals, and personal circumstances and include portfolio management.

Putney's portfolio management strategy is focused on individual clients. When considering which investment options to pursue, the firm carefully examines each client’s financial and personal needs, along with social goals, to choose opportunities that maximize portfolio growth and minimize risk. Many investments chosen by the firm are poised for long-term success and are made based on tested strategy rather than the latest trends on Wall Street. The firm works with a range of investment types, including mutual funds, stocks, and hard assets.

With every portfolio it manages, Putney is dedicated to keeping clients up to date about their accounts. These updates are administered via regular activity briefings about investments the firm made on behalf of clients. Clients also receive quarterly performance reports.