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OCIO Fees Shouldn’t Be That Complex

Most institutions searching for an Outsourced Chief Investment Officer, or OCIO, would agree that fees are an important consideration when choosing an investment partner. But most would also agree that: […]

Women of Wealth: Investing 101

Registration for our next Women of Wealth event, “Investing 101: Understanding the Basics” is now open. View our flyer for more details » During this event hosted by Senior Financial […]

Choosing the Right OCIO for Your Organization

Managing your organization’s financial concerns demands strategic insight. Have you considered the advantages of Outsourced Chief Investment Officer (OCIO) services? Join Mason’s Chief Marketing and Business Development Officer Will Thorpe, […]

Women of Wealth: Creating a Lasting Legacy

Is it possible to leave your money to the wrong people? Believe it or not, it has happened before. Individuals who don’t create a will, who don’t update it regularly, […]

Women of Wealth: Kickoff Conversation

Event registration is now open. Submit your RSVP today! We want to hear from women about what matters most when thinking about managing financial resources and working with an advisor. […]

Creating a Lasting Legacy (Worksheet)

Your legacy includes all that you pass down to loved ones — from memories, traditions, and values to the assets you have accumulated over your lifetime. An up-to-date estate plan […]