CNBC
Featured in a segment on asset allocation
Council on Foundations
White paper included in investment survey publication
NACUBO Webcast
Asset Allocation and Rebalancing
NACUBO Annual Conference
Presentation on Manager Selection
FAOG Conference
Presentation on Asset Allocation and Rebalancing
FAOG Conference
Presentation on Data Aggregation and Performance Reporting
Wall Street Journal
Featured in article on our investment management services
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Lee Kapnisi Joins MIAS Financial Planning Team
FOR IMMEDIATE RELEASE Lee Kapnisi Joins the Mason Investment Advisory Services Financial Planning Team Kapnisi joins nationally recognized financial planning and investment advisory firm as a Senior Financial Planner in Mason’s Private Client Division Reston, VA, August 29, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm […]
Mason celebrates 40th anniversary and upgrades office space!
FOR IMMEDIATE RELEASE Mason celebrates 40th anniversary and upgrades their office space this summer! Mason Investment Advisory Services, Inc., turns 40 this year and is moving to an upgraded office space. The company plans to maintain in-office presence. Reston, VA, June 23, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory […]
Barron’s lists Mason at #13 on Top Consultants List
FOR IMMEDIATE RELEASE Barron’s Lists Mason at #13 on their 2022 Top 100 Institutional Consulting Teams list! Mason Investment Advisory Services, Inc., rises nine spots on this year’s Barron’s list of top institutional teams. Reston, VA, April 28, 2022: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to […]
CNBC Lists Mason as a Top 100 Financial Advisory Firm
FOR IMMEDIATE RELEASE CNBC Lists Mason as a Top 100 Financial Advisory Firm Mason Investment Advisory Services, Inc., included on the 2021 CNBC FA 100 List. Reston, VA, October 6, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on the 2021 CNBC FA […]
Claudelle Géhy Named Director of ESG Research
FOR IMMEDIATE RELEASE Claudelle Géhy, MS, CFA, Named Director of Environmental, Social, and Governance (ESG) Research at Mason Investment Advisory Services Ms. Géhy promoted to newly created role at nationally recognized financial planning and investment advisory firm as Director of ESG Research Reston, VA, May 26, 2021: Mason Investment Advisory Services, Inc. (Mason), a Reston, […]
Sarah Baker Joins the MIAS Financial Planning Team
FOR IMMEDIATE RELEASE Sarah Baker Joins the Mason Investment Advisory Services Financial Planning Team Baker joins nationally recognized financial planning and investment advisory firm as a Senior Financial Planner in Mason’s Private Client Division Reston, VA, April 30, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm […]
Mason Advisors Listed as “Top Financial Professionals” in Northern Virginia Magazine
FOR IMMEDIATE RELEASE Mason Advisors Listed as “Top Financial Professionals” in Northern Virginia Magazine Mason Investment Advisory Services, Inc., continues their streak of industry recognition in 2020. Reston, VA, September 16, 2020: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce that four members of their team […]
Mason Presents a Unique View on HF and PE for Institutional Investors
FOR IMMEDIATE RELEASE OCIO Firm, Mason, Presents a Unique View on Hedge Funds and Private Equity for Institutional Investors Today, Mason announced several initiatives to highlight their thoughts on hedge funds and private equity. Reston, VA, October 24, 2019: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, announced several initiatives […]
Barron’s Lists Mason as a Top 50 Registered Investment Advisor
FOR 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
FOR 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 […]