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
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)
Sign up for updates
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.
Claudelle Géhy Named Director of ESG Research
/in News /by George GouinFOR 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
/in News /by George GouinFOR 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
/in News /by George GouinFOR 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
/in News /by George GouinFOR 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
/in News /by George GouinFOR 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
/in News /by George GouinFOR 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 […]
Barron’s Lists Mason as a Top 20 Institutional Consultant
/in News /by Will ThorpeFOR IMMEDIATE RELEASE Mason Investment Advisory Services, Inc., CIO, Scott George listed in the top 20 of Barron’s annual Top Institutional Consultants survey: “Where the big money goes for advice.” Reston, VA, May 23, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on […]
Mason Launches New Website
/in News /by Will ThorpeFOR IMMEDIATE RELEASE Website redesigned to better serve clients, reflect the firm’s rapid growth, detail their expanded services, integrate their new branding and to highlight Mason‘s staff Reston, VA, April 26, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce the launch of their new website. […]
William M. Courson Joins MIAS Consulting Team
/in News /by Will ThorpeFOR IMMEDIATE RELEASE William M. Courson Joins the Mason Investment Advisory Services Consulting Team Courson joins fast growing Outsourced Chief Investment Officer (OCIO) as a Senior Managing Director in Mason’s Institutional Division Reston, VA, April 20, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm and Outsourced Chief Investment Officer […]
Forbes Magazine Ranks Mason
/in News /by Will ThorpeFOR IMMEDIATE RELEASE According to Forbes – Mason is the 11th Fastest Growing RIA Firm Between 2006 and 2016 Mason nearly tripled their assets under management during Forbes study period with growth from $1.30 billion to $4.81 billion Reston, VA, January 19, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisor […]