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 & In-house Counsel
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.
Barron’s Lists Mason as a Top 50 Registered Investment Advisor
/in News /by George GouinFOR IMMEDIATE RELEASE Barron’s Lists Mason as a Top 50 Registered Investment Advisor Mason Investment Advisory Services, Inc., listed in Barron’s annual registered investment advisory survey. Reston, VA, September 26, 2019: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on Barron’s list of the […]
Mason Celebrates 20 Years as an OCIO
/in News /by George GouinFOR IMMEDIATE RELEASE Mason Celebrates 20 Years as an Outsourced Chief Investment Officer Mason Investment Advisory Services, Inc., a Reston, VA based investment consulting firm serves over 80 institutional clients across the country. Reston, VA, December 6, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is proud to celebrate […]
Barron’s Lists Mason as a Top 20 Institutional Consultant
/in News /by Will ThorpeFOR IMMEDIATE RELEASE Mason Investment Advisory Services, Inc., CIO, Scott George listed in the top 20 of Barron’s annual Top Institutional Consultants survey: “Where the big money goes for advice.” Reston, VA, May 23, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on […]