Mason Investment Advisory Services
Search
Close this search box.

Company Overview

Company Overview

A Leading Provider of Institutional and Wealth Management Solutions

Mason is an independently owned boutique investment advisory firm that has been committed to delivering straightforward, independent, and personalized financial planning advice and quality investment management solutions to leading institutions and private clients for more than 40 years.

Founded 1982

AUM $12B*

Clients in 46 States*

Barron’s Top 50 Registered Investment Advisers

* As of 12/31/2023

What sets Mason apart? We are:

GOALS-BASED,
unequivocally driven by our
clients’ goals and success.

We are passionate about delivering objective advice and customized, high-quality wealth and investment management solutions that establishes a firm financial foundation for institutions and private clients. As a fiduciary, we act in our clients’ best interest— we do not have any proprietary products and always recommend what we believe is best for you.

CLIENT-CENTRIC,
focused on what matters
most to you.

Client relationships are paramount to Mason. When you work with our highly experienced team, you can expect to receive the extraordinary attention and dedicated support you deserve with proactive wealth and investment management advice and communications that keep you informed.

COMPREHENSIVE,
handling the details,
so you don’t have to.

Mason offers the comprehensive service set to meet the complex needs of institutions and families of wealth.

PROCESS-DRIVEN,
using a disciplined approach
designed to put the odds
in your favor.

We apply an informed, research-driven process to planning and investing designed to mitigate biases and help you reach your goals.

Group of guys meeting and smiling

Institutions

Learn about Mason’s investment consulting and OCIO services and the institutions we serve.

Institutions

Learn about Mason’s investment consulting and OCIO services and the institutions we serve.

Private Clients

Learn about Mason’s wealth management solutions that can help individuals and families achieve their financial goals across generations and the clients we serve.

Private Clients

Learn about Mason’s wealth management solutions that can help individuals and families achieve their financial goals across generations and the clients we serve.