William Mason, III
Founder, Chief Executive Officer
President and Chief Investment Officer
Chief Operating Officer
Chief Compliance Officer
Chapel Hill, NC
Chief Marketing and Development Officer – Institutional
Years of Company History
Private, Family and Institutional Clients
Total Mason Assets Under Management
States with Mason Clients
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.
Is an ESG portfolio right for you?
Sustainable investing is an investment approach that considers your values in portfolio selection and management with a goal of generating social and/or environmental benefits in addition to a financial return. If you are interested in learning how to invest according to your values while seeking positive investment returns, we can help you determine if an […]
Investment opportunities abound. Mason advisors can help you find them
(Photo: Senior international bond specialists from T. Rowe Price made a stop at Mason Headquarters to discuss the debt ceiling, rates of inflation and the future of the U.S. dollar as the global currency.) Reston, VA – While many amateur American investors fixate on domestic concerns around the debt ceiling, inflation and the future of […]
Mason Investment Advisory Services Again Recognized as Barron’s ‘2023 Top 100 Institutional Consulting Teams’
Reston, VA (May 2, 2023) – Mason Investment Advisory Services, Inc. (Mason), a Reston, VA-based registered investment advisory and financial planning firm, is pleased to announce it again has been recognized by Barron’s in its 2023 Top Institutional Consulting Teams ranking. Mason, coming in at No. 30. Barron’s rankings, launched in 2004, are designed to […]