A strong Investment Policy Statement (IPS) is key to aligning your nonprofit’s investments with its mission and fulfilling your fiduciary duties.
Our white paper explores the essential role of an IPS, best practices for developing and maintaining it, and how it can strengthen your organization’s financial future.
Subscribe to the Mason mailing list to stay informed and receive our monthly newsletter.
Legal Disclosure
Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. (“MIAS”). MIAS is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org). Registration does not imply a certain level of skill or training.
The information in this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where MIAS is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.
The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. We do not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use. All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.
All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing.
All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.
Mason Investment Advisory Services, Inc.’s Form ADV Part 2A
Mason Investment Advisory Services, Inc.’s Business Continuity Notice
Mason Investment Advisory Services, Inc.’s Customer Relationship Summary
© Copyright 2024 Mason Investment Advisory Services, Inc. All Rights Reserved.
Call 703-716-6000, email us, or leave your information, and we will follow up with you.
