• “As fiduciaries, we are committed to objectivity, which keeps our focus exactly where it should be – on you.”

    – William Mason, III, Founder and Chairman

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  • Investment Management and Financial Planning for Families and Executives

    We believe that our counsel and recommendations must be objective to help you meet your goals.

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  • Investment Consulting for Institutions

    We combine elements of consulting, investment management and continuous oversight to help boards and committees effectively and responsibly guide their organization’s investments. We help to get you out of the boardroom so you can focus on your mission.

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Bill Mason

William Mason, III
Founder, Chief Executive Officer
Reston, VA

Scott George

Scott George
President and Chief Investment Officer
Reston, VA

Chris Schreiner

Chris Schreiner
Chief Operating Officer
Reston, VA

Judie Birchfield

Judie Birchfield
Chief Compliance Officer & In-house Counsel
Chapel Hill, NC

William Thorpe

Will Thorpe
Chief Marketing and Development Officer – Institutional
Reston, VA

35

Years of Company History

800+

Private, Family and Institutional Clients

7.2B+

Total Mason Assets Under Management

42

States with Mason Clients

News

Mason Investment Advisory Services, Inc.

Mason Celebrates 20 Years as an OCIO

FOR IMMEDIATE RELEASE Mason Celebrates 20 Years as an Outsourced Chief Investment Officer Mason Investment Advisory Services, Inc., a Reston, VA based investment consulting firm serves over 80 institutional clients across the country. Reston, VA, December 6, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is proud to celebrate […]

Mason Investment Advisory Services, Inc.

Barron’s Lists Mason as a Top 20 Institutional Consultant

FOR IMMEDIATE RELEASE Mason Investment Advisory Services, Inc., CIO, Scott George listed in the top 20 of Barron’s annual Top Institutional Consultants survey: “Where the big money goes for advice.” Reston, VA, May 23, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on […]

Mason Investment Advisory Services, Inc.

Mason Launches New Website

FOR IMMEDIATE RELEASE Website redesigned to better serve clients, reflect the firm’s rapid growth, detail their expanded services, integrate their new branding and to highlight Mason‘s staff Reston, VA, April 26, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce the launch of their new website. […]

Research

Strategic Asset Allocation and Opportunistic Rebalancing for Foundations and Nonprofits

A goal of foundations in general is to achieve a level of return that is adequate to further their missions at an acceptable risk level; in other words, they do not wish to take on more risk than is necessary to accomplish the goal.  During bear markets, foundations are typically concerned about rapid and severe reductions in asset values.  Alternatively, during bull markets foundations may take on more risk than they need to achieve their long-term goals.  Over the long term, however, we believe that it is important to have a disciplined strategy and not overreact to short-term trends.

Revisiting Your Investment and Distribution Goals

Benjamin Franklin once said that nothing in this world is certain, except death and taxes.  Endowments suspend these certainties as they are generally exempt from taxes and live on indefinitely.  Endowment spending policies specify the balancing between appropriately funding today’s beneficiaries and protecting endowment assets for tomorrow’s beneficiaries.  Since fiduciaries maintain a substantial portfolio to fund the needs of both future and current generations, it is important to establish a portfolio allocation and payout policy that properly balances these competing demands.

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