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Part One: CEO Anne Putnam Discusses Fenimore’s 50th Anniversary and Key Elements with Walter Thorne – Albany Executive Insights

Part One: CEO Anne Putnam Discusses Fenimore’s 50th Anniversary and Key Elements with Walter Thorne – Albany Executive Insights

Anne Putnam, CEO, is honored to join Walter Thorne, Market President and Publisher of the Albany Business Review, for the Albany Executive Insights series, presented in partnership with the Albany Business Review. In Part 1 of this exclusive interview, Anne speaks to what differentiates Fenimore Asset Management as it approaches its 50th anniversary, including these key elements.

  1. Consistent Investment Research Process
  2. Tenure & Longevity of Experience
  3. Commitment to Community

“We will remain committed to service and that is the reason for the expansion in the Capital Region, because we want to be where investors are.”

— Anne Putnam, CEO

This sponsored interview about the Firm’s advisory services has been published by The Albany Business Review (“ABR”), a non-advisory client that provides various marketing services to Fenimore. Cash compensation was given in exchange for the publishing of this sponsored content. Due to Fenimore’s relationship with ABR, material conflicts of interest include but are not limited to a financial incentive to promote this sponsored interview.  These compensated endorsements are intended to objectively showcase the Firm and its services; however, it is important to understand that compensation may have influenced the content of this article therefore we encourage clients and prospective clients to independently research and assess the Firm’s investment offerings, taking into consideration their unique financial goals, risk tolerance, and investment preferences before making any investment decisions.

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Quality Investing Part 2: The Importance of Discipline

Quality Investing Part 2: The Importance of Discipline

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

  • Review Fenimore’s approach of using quality in active management to structure portfolios
  • Help us understand what statistically reinforces investors need to be long-term focused and how to assist in managing emotion in a bear market
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Quality Investing Part 3: Risk Analysis at FAM

Quality Investing Part 3: Risk Analysis at FAM

As part of our Quality Investing series, William Preston, Portfolio Manager of the FAM Dividend Focus Fund, and Anne Putnam, Senior Vice President:

  • Define risk as it is considered at Fenimore
  • Discuss Fenimore’s investment approach from initial screening through allocation as we seek select, quality businesses
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Saving for a Child’s College vs. Saving for Retirement

Saving for a Child’s College vs. Saving for Retirement

Kevin Smith, CFP®, Director of Fenimore’s Private Client Services, provides insights on this popular subject. For a more in-depth look at whether you are building enough wealth for your desired retirement lifestyle, watch Kevin’s video, “Investing for What Matters Most.”

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