A complete list of active advisors currently associated with Mayflower Capital
Warmer can help you find a great advisor at Mayflower Capital or one who fits your needs even better.
Mayflower Capital is a New York state‑registered independent investment adviser that provides portfolio management and financial planning for individuals and families, as well as for estates, trusts, charitable organizations and certain business entities. The firm operates as a single‑advisor practice and also offers life insurance, variable annuities and long‑term care insurance products as part of its planning services. The firm’s process begins with an evaluation of a client’s risk tolerance, time horizon, cash flow needs and tax considerations, leading to an investment policy statement and either discretionary or non‑discretionary management. Research and trading are executed using the Charles Schwab platform and Morningstar, with an emphasis on diversification, asset allocation and limited turnover, and portfolios are reviewed at least quarterly by the firm’s principal. What distinguishes the firm from many peers is the principal’s activity in insurance — including arrangements with Genworth, Brighthouse (MetLife) and John Hancock and a state insurance producer license — which allows the adviser to recommend and assist in procuring insurance products alongside investment advice. The firm also offers educational seminars and speaking engagements as part of its service mix and currently provides ongoing portfolio commentary verbally rather than routinely issuing written reports.
To learn more about the advisors currently working at Mayflower Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cortland, NY
| 12
|
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