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Mason Investment Advisory Services

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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. […]

Continuing Education Workshop – 11/1/23

The Brookline Community Foundation and Mason Investment Advisory Services, Inc. Present: How Charitable Donors, Investment Advisors, and Other Philanthropic Professional Advisors Can Partner to Help Grow Community Foundations. In this […]

Continuing Education Workshop – 11/14/23

The Community Foundation of the Northern Shenandoah Valley and Mason Investment Advisory Services, Inc. Present: Charitable Planning 2023 Charitable Planning in 2023 is a continuing education session inclusive of three modules. […]

Jason Doyle

Associate Consultant & Co-Director of Research

Mark Haynes

Director of Complex Portfolios and Investment Consultant

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Mason Investment Advisory Services
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Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000
Reston, VA. 20190

info@masoncompanies.com

(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

San Francisco Bay Area Communications:

info@masoncompanies.com

(925) 365-1603 (Phone)

(925) 365-1756 (Fax)

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. (“MIAS”). MIAS is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org). Registration does not imply a certain level of skill or training.

The information in this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where MIAS is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. We do not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use. All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc. 

All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing.  

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.

Mason Investment Advisory Services, Inc.’s Form ADV Part 2A

Mason Investment Advisory Services, Inc.’s Business Continuity Notice

Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

Mason Investment Advisory Services, Inc.’s Privacy Policy

Mason Securities, Inc.’s Customer Relationship Summary

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Mason Investment Advisory Services
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