• “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

780+

Private, Family and Institutional Clients

7.0B+

Total Mason Assets Under Management

42

States with Mason Clients

News

Mason Investment Advisory Services, Inc.

William M. Courson Joins MIAS Consulting Team

William M. Courson Joins the Mason Investment Advisory Services Consulting Team Courson joins fast growing Outsourced Chief Investment Officer (OCIO) as a Senior Managing Director in Mason’s Institutional Division Reston, VA, April 20, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm and Outsourced Chief Investment Officer (OCIO) is pleased […]

Mason Investment Advisory Services, Inc.

Forbes Magazine Ranks Mason

FOR IMMEDIATE RELEASE According to Forbes – Mason is the 11th Fastest Growing RIA Firm Between 2006 and 2016  Mason nearly tripled their assets under management during Forbes study period with growth from $1.30 billion to $4.81 billion Reston, VA, January 19, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisor […]

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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