Mayflower Financial Advisors, LLC
Mayflower Financial Advisors, LLC is an independent Registered Investment Advisor (RIA) headquartered in Boston, Massachusetts. The firm specializes in wealth management, financial planning, institutional advisory, and retirement plan consulting services. It serves high net worth individuals, retirement plans, charitable organizations, and institutional clients. Mayflower was founded in 2002, employs approximately 28-30 professionals, and is known for its open architecture investment approach, leveraging a wide array of financial products and strategies sourced across the industry to deliver customized solutions and fiduciary guidance to clients at every stage of life.
Investment Strategy
Mayflower Financial Advisors, LLC employs an open architecture model, providing clients with access to a broad spectrum of investment products and strategies tailored to their unique goals and risk profiles. Their approach is focused on comprehensive financial planning, personalized portfolio construction, and holistic wealth management. Institutional services include fiduciary consulting and custom-tailored solutions for retirement plans, charitable organizations, and non-profits. The firm emphasizes dedicated, high-touch relationships and integrates advanced planning tools to adapt to clients’ evolving financial needs, always acting in a fiduciary capacity.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.77% | $38.0M | 56,736 | $390.13 | $669.30 | +$1.3M |
S SPLG | SPDR SERIES TRUST | 3.15% | $25.1M | 319,979 | $52.79 | $78.34 | +$2.7M |
M MSFT | MICROSOFT CORP | 2.90% | $23.1M | 44,555 | $241.99 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 2.79% | $22.3M | 87,384 | $136.48 | $254.63 | +$4.5M |
Q QUAL | ISHARES TR | 2.55% | $20.3M | 104,623 | $154.10 | $194.50 | -$656.7K |