Geographical areas served are mainly the San Francisco Bay Area, including San Francisco, Santa Clara County, Los Altos, Palo Alto, Sunnyvale, Redwood City, Cupertino, Saratoga, and Mountain View. We are state licensed to operate in California as a Registered Investment Advisor and the law allows us to accept five clients from out of state from each state, except for a few states like Texas. We do not solicit out of state. Our recommendation is that clients meet in person, however once someone has had several in-person meetings with us then we are more open to doing future business with them by telephone, fax, email, etc.(Do not send confidential information by email).

    This page does not mean that we refuse to serve people who live outside of the local area, we are merely suggesting that since meeting in person in Mayflower Capital office is important that one should become a client if they live or work nearby within reasonable driving distances. We do not go to client's homes.