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. Our team of Wealth Managers currently manages assets for libraries, schools, churches, nonprofits, small institutions, and unions.

We Serve you, As you Serve others

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What does our Institutional Service Team Offer?

- Build a partnership for the financial longevity of your organization

- Appreciated securities (i.e., stocks, securities and Donor Advised Funds) solicitation

- Design, creation and implementation of custom-tailored portfolio strategy to align with your mission statement

- 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

Because of our exposure to many other boards, Mayflower can share best practices with the goal of maintaining the most efficient practices and procedures for managing your assets.

Our core services utilize an open architecture approach and can be implemented within a non-discretionary or discretionary framework to fit the needs of your organization.

How can we help your Organization?

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