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Investment
Stewardship for Endowments and Funds: A combination of
consulting, independent investment management and continuous
oversight that we believe helps Investment Committees responsibly
guide their organization’s investments. Some use the term Outsourced CIO or Outsourced Chief Investment Officer to describe this service.
Investment Management for Individuals: A full range of
investment management and monitoring services based on the
philosophy that financial assets must be carefully managed
to survive and prosper.
Financial
Planning for Executives: A highly personalized approach
to corporate sponsored financial planning that provides objective,
independent, advice with sensitivity to the corporate sponsor’s
interest in retaining key executives.
Financial
Planning for Individuals: Objective, independent, fee-based
financial planning advice differentiated by our commitment
to exceptional levels of personal service and a focus on an
effective, implemented plan.
Financial
Planning for Corporate Transactions: Strategic and tactical
advice focused on helping you make the most of your transaction.
Other Mason
Services: Other Mason Services include Charitable Giving
and Tax Planning and Preparation.
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