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Mason’s Institutional Investment Consulting group works with endowments, foundations, defined benefit plans, and other institutional portfolios nationwide. Explore our latest thinking on the topics that matter most to your organization.
A Better Way to Access Private Equity
Spending Policy – Sustainable Withdrawal
A Sophisticated Data Aggregation Solution
A National Solution with a Local Focus on Community Foundations
Why We Choose Strategic Allocation
Why We Rebalance
A National Solution with a Local Focus on Endowments
Mason Institutional Investment Consulting Brochure
Whenever You’re Ready, We’re Here
Mason is a fee-based, fiduciary investment adviser — meaning we’re legally required to act in your best interest. No proprietary products. Just advice designed for you.
You don’t need to have all the answers before we talk. Our job is to help you think through your situation clearly, at whatever pace feels right. When the time feels right, reach out to Will Thorpe, MBA, Chief Marketing and Development Officer at wthorpe@masoncompanies.com to discuss your institutional goals.
