Private Wealth Management
Mayflower’s wealth management advisors collectively share more than seventy years of experience and have the breadth and depth of experience to meet diverse investor needs at every life stage. Our independent structure and open architecture model offers clients access to the full range of customized solutions and expanded product and investment offerings, including mutual funds, ETFs, money markets and higher-yielding cash alternatives. We’re driven to meet our clients’ unique life management needs and exceed service expectations via concierge-level oversight and broad-ranging expertise:
Intra-Generational wealth creation, management and transition
Individual retirement planning
Risk management
Corporate, non-profit and small business retirement plan consulting
Philanthropic planning
Concentrated stock and company-equity dispositionRetirement Plan Consulting
Our retirement plan consulting team provides fiduciary guidance to corporate and non-profit retirement plans via high-touch, custom-tailored solutions fueled by our broad-ranging expertise:
Fiduciary Education and Support to help plan sponsors meet ERISA obligations
Serve as an ERISA 3(21) Fiduciary Advisor or 3(38) Investment Manager to help plan sponsors mitigate liability
Plan Cost Analysis and Benchmarking to ensure fee competitiveness
Investment Manager Evaluation and Search to ensure plans have an optimal investment line-up
Vendor Search to ensure plans have cost effective, tech proficient administrative and record keeping
Customized Employee Education to help plan participants maximize retirement accumulations
Single Point of Contact for all employees and HR investment and administrative questions
Institutional Advisory Services
Mayflower’s institutional advisors help foundations, endowments and non-profits refine and implement long-term financial goals. We respect that each institution is different and take the time to understand your unique priorities before designing a customized portfolio strategy that aligns with your institution’s goals and values. Among others, our dedicated institutional service team will provide the following comprehensive solutions:Appreciated securities (i.e., stocks, securities and Donor Advised Funds) solicitation
Design, creation and implementation of custom-tailored portfolio strategy
Ongoing education and communication with institutional board and committee members Account data and performance reporting via customized online dashboard
Liquidity/risk management and cash flow budget assessment
