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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