- A new option within your Portfolio Select UMA and Raymond James Consulting Services
- A model-delivered SMA featuring the veteran managers of Putnam Large Cap Value Fund
- Selected after years of analysis by the Raymond James AMS Research Team
Putnam U.S. Large Cap Value Equity Concentrated
Learn more about this model-delivered SMA
Also available as Putnam Large Cap Value Fund
not occasionally great
A model-delivered SMA featuring the veteran managers of Putnam Large Cap Value Fund
Darren A. Jaroch, CFA
Portfolio Manager
Darren joined Putnam in 1999 and has been in the investment industry since 1996.
Lauren B. DeMore, CFA
Portfolio Manager
Lauren joined Putnam in 2006 and has been in the investment industry since 2002.
Actual results could be materially different from the stated goals. As with any investment, there is a potential for profit as well as the possibility of loss. Model-delivered separately managed accounts (SMAs) are non-discretionary investment services provided by Putnam Investment Management, LLC through the Raymond James Portfolio Select UMA and Raymond James Consulting Services platform. Putnam generally provides ongoing investment recommendations through one or more “model” portfolios, and Raymond James, rather than Putnam, makes investment decisions and executes trades on behalf of its underlying clients. Raymond James decides in its discretion whether to make any changes to the model that Putnam recommends and is also solely responsible for determining the suitability of the strategy and investments for each client that participates