Mason Investment Advisory Services, Inc.

William M. Courson Joins MIAS Consulting Team

William M. Courson Joins the Mason Investment Advisory Services Consulting Team

Courson joins fast growing Outsourced Chief Investment Officer (OCIO) as a Senior Managing Director in Mason’s Institutional Division

Reston, VA, April 20, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm and Outsourced Chief Investment Officer (OCIO) is pleased to announce that William M. Courson has joined Mason’s rapidly growing institutional investment consulting practice as a Senior Managing Director.  Mr. Courson will work with foundations, endowments, healthcare organizations, higher education institutions and retirement plans.  (www.masoncompanies.com/about-us/news/).

Mr. Courson brings broad investment expertise and is regarded as a thought leader, including speaking engagements and articles published and reprinted by dozens of organizations across the country.   Prior to joining Mason, Mr. Courson was a Senior Managing Director of Hartland & Company in Cleveland, OH and before that was President and Chief Investment Officer of Lancaster Pollard Investment Advisory Group, a Columbus, OH based institutional investment consulting firm.  Lancaster Pollard was acquired by Hartland in 2015.  As an Outsourced Chief Investment Officer, Mr. Courson combines essential capital markets experience and knowledge as a former Chief Investment Officer of a $10 billion public fund.

“We are excited to add Bill to the Mason team.  We believe that our clients will benefit greatly from his investment experience and thought leadership,” said Scott George, President and Chief Investment Officer. “As a former Chief Investment Officer of a large portfolio, Bill understands the complexities of the role and his client focus makes him a perfect cultural fit for our firm.”  Will Thorpe, Chief Marketing and Development Officer for Mason’s Institutional Division added, “We believe that Bill will add depth and expertise to our growing practice.  As we seek to add larger and more sophisticated institutional clients, Bill’s knowledge of the healthcare and higher education segments will be integral to our growth.”

“I am excited to join a firm whose independence, investment philosophy, and client support has resulted in long term, disciplined growth of client portfolios as an OCIO,” said Courson. “More than just discretionary portfolio management, the OCIO must also understand the challenges faced by fiduciaries. I look forward to enriching the client investment experience by applying the Mason OCIO discipline, while providing additional resources and critical fiduciary support.”

Mason works with institutions and private individuals in more than 40 states, is independently held and does not create any proprietary products.  Mason has approximately $6 billion in assets under management.  Mason is an investment advisor registered with the SEC.  Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.

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For more information, please contact Will Thorpe, Chief Marketing and Development Officer at (703) 716-6000 or wthorpe@masoncompanies.com or visit www.masoncompanies.com.

Mason Investment Advisory Services, Inc.

Forbes Magazine Ranks Mason

FOR IMMEDIATE RELEASE

According to Forbes – Mason is the 11th Fastest Growing RIA Firm Between 2006 and 2016

 Mason nearly tripled their assets under management during Forbes study period with growth from $1.30 billion to $4.81 billion

Reston, VA, January 19, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisor is proud to announce their inclusion on the Forbes list of the fastest growing registered investment advisory firms in the country based on assets under management over the past ten years.

Founded in 1982, Mason works across the country with clients in over 40 states.  Scott George, Mason’s President and Chief Investment Officer, said, “Over the years, we have built a great team of advisors, analysts and support staff to grow in an efficient manner.”  Chris Schreiner, Mason’s Chief Operating Officer stated, “We are honored that Mason has been recognized by Forbes as one of the fastest growing registered investment advisor firms in the country over the past ten years.  This list is unique and we believe it to be significant as it covers a longer time period than many similar surveys.”

Mason does not create any proprietary products and they feel that this independence has helped to reduce conflicts of interest.  Will Thorpe, Mason’s Chief Marketing and Development Officer added, “We believe that our growth is due in part to our approach to asset allocation, rebalancing and manager selection as well as the quality of our investment consultants and our research staff.”

Mason Investment Advisory Services, Inc. provides investment management and financial planning services and is independently held.  As of today, Mason has approximately $5.4 billion in assets under management.  Mason is an investment advisor registered with the SEC.  Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.

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For more information, please contact Will Thorpe, Chief Marketing and Development Officer at (703) 716-6000 or wthorpe@masoncompanies.com or visit www.masoncompanies.com.