William Mason, III
Founder, Chief Executive Officer
Reston, VA
Scott George
President and Chief Investment Officer
Reston, VA
Chris Schreiner
Chief Operating Officer
Reston, VA
Judie Birchfield
Chief Compliance Officer
Chapel Hill, NC
Will Thorpe
Chief Marketing and Development Officer – Institutional
Reston, VA
News
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.
CNBC Lists Mason as a Top 100 Financial Advisory Firm
/in News /by George GouinFOR IMMEDIATE RELEASE CNBC Lists Mason as a Top 100 Financial Advisory Firm Mason Investment Advisory Services, Inc., included on the 2021 CNBC FA 100 List. Reston, VA, October 6, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on the 2021 CNBC FA […]
Claudelle Géhy Named Director of ESG Research
/in News /by George GouinFOR IMMEDIATE RELEASE Claudelle Géhy, MS, CFA, Named Director of Environmental, Social, and Governance (ESG) Research at Mason Investment Advisory Services Ms. Géhy promoted to newly created role at nationally recognized financial planning and investment advisory firm as Director of ESG Research Reston, VA, May 26, 2021: Mason Investment Advisory Services, Inc. (Mason), a Reston, […]
Sarah Baker Joins the MIAS Financial Planning Team
/in News /by George GouinFOR IMMEDIATE RELEASE Sarah Baker Joins the Mason Investment Advisory Services Financial Planning Team Baker joins nationally recognized financial planning and investment advisory firm as a Senior Financial Planner in Mason’s Private Client Division Reston, VA, April 30, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm […]