Mason Investment Advisory Services
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Mason Investment Advisory Services

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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 […]

Derek Lesnak

Associate Investment Consultant and Senior Investment Analyst of Research

Stefan Patchan

Senior Portfolio Manager and Investment Analyst of Research

Is an ESG portfolio right for you?

Sustainable investing is an investment approach that considers your values in portfolio selection and management with a goal of generating social and/or environmental benefits in addition to a financial return. […]

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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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