The Mason Companies
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About Us

You are here: Home / About Us

Thank you for considering Mason.

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit.

Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis.

Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.

  • About Us
  • Key Personnel
  • News & Announcements
  • Recognition
  • Career Opportunities
  • Business Continuity Notice

Contact Us

Washington, DC Area Office:

Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Office:

Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

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Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.

All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

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.

PRIVACY POLICY

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.
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Amid the news about the coronavirus (COVID-19) and its impact on people and the markets, we at Mason are here for you, assisting in any way we can to address and support your needs; to be available to you; to listen and to navigate this together. We are committed to providing you with all of the service that we have provided to you in the past. The virus’ impact on the markets has caused people to worry and we’re here to assist you and answer any questions you might have. We are also concerned about the health and safety of our employees and our communities.

Mason is acting with appropriate caution for our office staff. Although our physical office will remain open, we are allowing employees to work from home if they feel that they need to do so. We have a formal Business Continuity Plan in place to accommodate employees working from home, with no business interruption. We are practicing the appropriate social distancing pursuant to the guidance from the government and health officials. We’ve taken precautions to help keep our employees healthy, including suspending travel and encouraging them to stay in touch with each other and our clients through phone calls, emails, screen sharing and video conferencing. We are providing our employees with technology equipment to allow them to do so.

We are dedicated to continuing to act in the best interests of our clients and our employees and hope that you all stay healthy in the weeks to come. We will continue to be in touch with you as the situation evolves.