• On the Move.

    Mason is moving forward, and moving our office!
    This summer, Mason is celebrating our 40th Anniversary
    and entering our 5th decade of client service
    in a new and upgraded headquarters!

    11921 Freedom Drive, Suite 1000, Reston, VA 20190

    Contact Us to Learn More
  • “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.

    Learn More
  • Start the Conversation

    Let us discuss how we can help you meet your goals.

    Get Started Today
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
Chapel Hill, NC

William Thorpe

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

Mason Investment Advisory Services, Inc.

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 […]

Mason Investment Advisory Services, Inc.

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 […]

Mason Investment Advisory Services, Inc.

CNBC Lists Mason as a Top 100 Financial Advisory Firm

FOR 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 […]

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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