Continuing Education Workshop – 11/4/2025
The Whitefish Community Foundation and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2025 Charitable Planning in 2025 is a continuing education session inclusive of two modules. The first […]
Prepare for the Unexpected
Financial planning is about setting clear goals and crafting a strategy to achieve them. But life often brings unexpected challenges. A job loss, a health issue, or other unforeseen events […]
Mason 2024 Year-End Market Review
Global markets in 2024 posted solidly positive returns for the second consecutive year. Despite geopolitical risks, an economic slowdown in China, and uncertainty around the elections, the U.S. market advanced […]
Unwrapping Your Wealth Plan
With the holidays fast approaching, many people are busy trying to find meaningful gifts for their friends, colleagues, clients, and loved ones. Don’t leave yourself off the list! Give yourself […]
Tax Processor
Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, […]
Mason Investment Advisory Services Rises in Barron’s ‘2024 Top 100 Institutional Consulting Teams’ Ranking
Reston, VA – Mason Investment Advisory Services, Inc. (Mason), a Reston, VA based registered investment advisory and financial planning firm, is pleased to announce it again has been recognized by Barron’s […]
Federated Hermes Provides Update on Liquidity Management
Mason Investment Advisory Services hosted Federated Hermes for a lively discussion about liquidity management in a period of volatile rates and uncertain Federal Reserve activity at the short end of […]
Investing in Private Equity: Should it be Part of Your Portfolio?
Join us December 5 as we welcome a very special guest speaker for our discussion of private equity and how Mason’s unique approach to private equity investing can help enhance […]
Watch: A Better Way to Access Private Equity?
Many sophisticated institutional investors seeking higher returns and greater diversification have adjusted their asset allocation to include private equity. Watch our webinar on private equity for institutional investors to learn about […]
Continuing Education Workshop – 6/26/2024
Madison County Community Foundation and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2024 Charitable Planning in 2024 is a continuing education session inclusive of two modules. The first […]
Continuing Education Workshop – 11/6/2025
The Unity Foundation of La Porte County and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2025: Qualified Charitable Distributions and Fiduciary Considerations Charitable Planning in 2025: Qualified Charitable […]
Continuing Education Workshop – 9/25/2024
Kosciusko County Community Foundation and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2024 Charitable Planning in 2024 is a continuing education session inclusive of two modules. The first […]
Continuing Education Workshop – 9/24/2024
Community Foundation of West Georgia and Mason Investment Advisory Services, Inc. Present: Ethics & Donor Advised Funds in 2024 Ethics & Donor Advised Funds in 2024 is a continuing education […]
Continuing Education Workshop – 9/24/2025
Topeka Community Foundation and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2025: Qualified Charitable Distributions and Other Fiduciary Considerations Charitable Planning in 2025: Qualified Charitable Distributions and Other […]
Donor Education Workshop – 9/17/2024
Empowering Women: Secure Your Future and Legacy Presented by the Harrison County Community Foundation & Mason Investment Advisory Services Having a comprehensive strategy that prioritizes your financial goals positions you […]
Bree Gore
Client Service Associate
