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
40
Years of Company History
800+
Private, Family and Institutional Clients
10.7B+
Total Mason Assets Under Management
42
States with Mason Clients
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.
Lee Kapnisi Joins MIAS Financial Planning Team
FOR IMMEDIATE RELEASE Lee Kapnisi Joins the Mason Investment Advisory Services Financial Planning Team Kapnisi joins nationally recognized financial planning and investment advisory firm as a Senior Financial Planner in Mason’s Private Client Division Reston, VA, August 29, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm […]
Mason celebrates 40th anniversary and upgrades office space!
FOR IMMEDIATE RELEASE Mason celebrates 40th anniversary and upgrades their office space this summer! Mason Investment Advisory Services, Inc., turns 40 this year and is moving to an upgraded office space. The company plans to maintain in-office presence. Reston, VA, June 23, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory […]
Barron’s lists Mason at #13 on Top Consultants List
FOR IMMEDIATE RELEASE Barron’s Lists Mason at #13 on their 2022 Top 100 Institutional Consulting Teams list! Mason Investment Advisory Services, Inc., rises nine spots on this year’s Barron’s list of top institutional teams. Reston, VA, April 28, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to […]