Mason Investment Advisory Services, Inc.

CNBC Lists Mason as a Top 100 Financial Advisory Firm

FOR IMMEDIATE RELEASE

CNBC Lists Mason as a Top 100 Financial Advisory Firm

Mason Investment Advisory Services, Inc., included on the 2021 CNBC FA 100 List.

Reston, VA, October 6, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on the 2021 CNBC FA 100 list. Please click CNBC.com/FA100 to see the full list and click https://masoncompanies.com/ for more information about Mason.

“We are proud to be recognized by CNBC as a top 100 FA firm. Mason’s support staff, operations department, research team, and our private and institutional client advisors all contribute to the delivery of our service focused approach that has allowed us to implement our independent investment philosophy,” said Scott George, Chief Investment Officer. Mr. George also noted that “as our team continues to expand, we believe that by developing a talented and diverse team, we will continue to build upon our success with meaningful client engagement.”

Mason’s private client practice includes wealthy individuals and corporate executives from across the country. Their private client practice includes investment management and financial planning services. https://masoncompanies.com/services/private-clients/

Mason’s institutional practice includes foundations, endowments, retirement plans and other institutional portfolios. Mason’s services for institutions are offered on a discretionary (outsourced chief investment officer/OCIO) and on a non-discretionary basis. https://masoncompanies.com/services/institutions/

“We believe that recognition from CNBC, Barron’s, and others is due in part to our clients’ belief in our unique and independent investment consulting approach and the strength of our team. ” said Will Thorpe, Chief Marketing and Development Officer. Thorpe’s primary role at Mason is to lead the growth of their institutional practice.

Founded in 1982, Mason works with private individuals, families and institutions, (foundations, endowments, corporate funds and retirement plans) in more than 40 states, is independently held and does not create any proprietary products. Mason, an investment advisor registered with the SEC, has over $10 billion in assets under management. 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.

Claudelle Géhy Named Director of ESG Research

FOR IMMEDIATE RELEASE

Claudelle Géhy, MS, CFA, Named Director of Environmental, Social, and Governance (ESG) Research at Mason Investment Advisory Services

Ms. Géhy promoted to newly created role at nationally recognized financial planning and investment advisory firm as Director of ESG Research

Reston, VA, May 26, 2021: Mason Investment Advisory Services, Inc. (Mason), a Reston, VA based registered investment advisory and financial planning firm is pleased to announce that Claudelle Géhy has been promoted to the newly created position of Director of Environmental, Social, and Governance (ESG) Research with Mason’s research team. In this role, Ms. Géhy will work closely with Mason’s Director of Research, Tom Pudner, and will lead Mason’s specialized research and analysis of ESG portfolios and investment vehicles utilized by Mason’s institutional and private clients. (www.masoncompanies.com/about-us/news-announcements/).

Ms. Géhy joined Mason in November 2015. Prior to joining Mason, Ms. Géhy served as a team leader and analyst in the Performance Reporting Group at Cambridge Associates and as a finance associate with the Calvert Social Investment Foundation. In addition to her role as Director of ESG Research, Ms. Géhy works directly with Mason’s institutional clients in both a lead and a support role. Ms. Géhy received her Chartered Financial Analyst designation in 2017.

Tom Pudner, Director of Research said, “Claudelle has demonstrated strong analytical skills and taken our ESG models to a new level. Claudelle is a valued contributor to research efforts here at Mason.” Ms. Géhy added “It’s evident that we now live in a world where individuals are aware of and care about the impact of their investments on society. The growth in assets invested in ESG products is a testament to this new reality. Being aware of companies’ impact on communities is important to us as well. That is why Mason uses portfolio managers that analyze companies’ financials as well as environmental, social and governance factors to understand risks and opportunities including diversity, equity, and inclusion. We want to help clients meet their financial goals while acknowledging and incorporating their values.”

Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in more than 40 states, is independently held and does not create any proprietary products. Mason has $10 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.

Sarah Baker Joins the MIAS Financial Planning Team

FOR IMMEDIATE RELEASE

Sarah Baker Joins the Mason Investment Advisory Services Financial Planning Team

Baker joins nationally recognized financial planning and investment advisory firm as a Senior Financial Planner in Mason’s Private Client Division

Reston, VA, April 30, 2021: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm is pleased to announce that Sarah Baker has joined Mason’s private client practice as a Senior Financial Planner. Ms. Baker will work with high-net-worth individuals and families in the $3M – $25M space and focus on comprehensive and customized financial planning and investment management. (www.masoncompanies.com/about-us/news/).

Ms. Baker brings specialized financial planning expertise and has been recognized by industry publications for her professional distinction and community engagement. In 2020, she was featured in the InvestmentNews 40 Under 40 Project. Prior to joining Mason, Ms. Baker was a director and client advisor at Sullivan, Bruyette, Speros & Blayney and a member of their diversity committee. Prior to that, she was a private wealth advisor at Ronald Blue Trust for 11 years.

Scott George, President and Chief Investment Officer said, “Sarah makes a wonderful addition to our organization. Her talents and experience in financial planning and investment management expand the depth and quality of our team. We are particularly excited about her commitment to women’s interests and diversity, which will be very helpful as we expand our efforts in those areas.” Chris Schreiner, Chief Operating Officer and Senior Financial Planner added, “Sarah’s experience advising clients with profiles similar to Mason’s typical high-net-worth client will allow her to hit the ground running.”

Ms. Baker said, “I am thrilled to take this next step in my career with Mason. I feel fortunate to be a part of an accomplished, tenured advisory team focused on always doing what is best for the client. The high service level and emphasis on relationships is a big part of why I chose Mason. I look forward to working alongside clients helping them align their goals and values with their resources.”

Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in more than 40 states, is independently held and does not create any proprietary products. Mason has over $9 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.

Mason Advisors Listed as “Top Financial Professionals” in Northern Virginia Magazine

FOR IMMEDIATE RELEASE

Mason Advisors Listed as “Top Financial Professionals” in Northern Virginia Magazine

Mason Investment Advisory Services, Inc., continues their streak of industry recognition in 2020. 

Reston, VA, September 16, 2020: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce that four members of their team were recognized as “Top Financial Professionals” by Northern Virginia Magazine. This continues a streak of recognition for Mason in 2020. Earlier this year, Mason was recognized as a “Top Institutional Investment Consulting Team” by Barron’s and as one of the top 300 registered investment advisors in the U.S. by the Financial Times.

Northern Virginia Magazine’s list includes fee-only financial planners and fee-based investment advisors, among others.  Survey respondents are asked to answer the following question:  “When nominating your peers, please keep this question in mind: If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?”

Congratulations to Sarah Casey, Scott George, Brian Kelley, and Chris Schreiner for being nominated by their peers.  Mason is very proud to be one of just a few firms to have four or more advisors included on these lists.  Mason believes that this is a testament to their long heritage of service to clients in Virginia, D.C., Maryland and across the country.

Chris Schreiner, Senior Financial Planner and Chief Operating Officer at Mason, said “We are very honored to be part of Northern Virginia’s Magazine’s list.  Sarah Casey, Scott George, Brian Kelley, and I are humbled to be nominated by our peers and know that this would not be possible without the dedication of Mason’s excellent support staff and other Mason advisors.”

Mason’s private client practice includes wealthy individuals and corporate executives from across the country.  Their private client practice includes investment management and financial planning services.  https://masoncompanies.com/services/private-clients/

Mason’s institutional practice includes foundations, endowments, retirement plans and other institutional portfolios.  Mason’s services for institutions are offered on a discretionary (outsourced chief investment officer/OCIO) and on a non-discretionary basis.  https://masoncompanies.com/services/institutions/

Founded in 1982, Mason works with private individuals, families and institutions, (foundations, endowments, corporate funds and retirement plans) in more than 40 states, is independently held and does not create any proprietary products.  Mason, an investment advisor registered with the SEC, has over $8 billion in assets under management.  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.

Mason Presents a Unique View on HF and PE for Institutional Investors

FOR IMMEDIATE RELEASE

OCIO Firm, Mason, Presents a Unique View on Hedge Funds and Private Equity for Institutional Investors

Today, Mason announced several initiatives to highlight their thoughts on hedge funds and private equity.

Reston, VA, October 24, 2019: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, announced several initiatives today related to their somewhat unconventional views on hedge funds and private equity. Mason works with endowments, foundations and other institutional investors as well as wealthy corporate executives and families nationwide.

https://masoncompanies.com/

Mason presented their thoughts at the Council on Foundations Endowments and Finance Summit in September. Their session was titled: “Are Hedge Funds and Private Equity Necessary for Your Portfolio? The Answer May Surprise You.” Mason will present this same session at two other conferences this fall:

  • Kansas Association of Community Foundations Conference for Growing Community Foundations
  • Southeastern Council of Foundations – Conference on Investing

Based upon some feedback Mason received, they developed a brief video about the presentation to broaden their audience beyond just conference attendees. In addition, on Monday, October 28th, Mason will launch a campaign to reach nearly 4,000 foundations and endowments nationwide.

“We believe in the success of private equity general partners and their ability to create value. Their long history of venture capital and buyout success stories is well known. However, we do not believe that endowment investors need these investments to build successful portfolios. While some venture capital and buyout funds generate returns in excess of the public markets, the majority do not. Private equity funds that underperform may underperform badly. In addition, today’s private equity backed company valuations are a cause for concern,” said Will Thorpe, Chief Marketing and Development Officer. Thorpe’s primary role is to lead the growth of the institutional practice.

Mason’s Director of Research, Tom Pudner, added, “Empirical data indicate that historically, fully liquid, publicly traded microcap equities have provided similar and sometimes better returns compared to private equity. This is demonstrated by empirical studies using the Public Market Equivalent (PME). Importantly these comparable public equity investment vehicles do not have the disadvantages of private equity, including illiquidity, restrictions on timing of cash inflows and outflows, infrequent/biased valuations, lack of transparency, and additional tax reporting burdens. We believe that these investments in their present form are not in the interest of our clients.”

For more information, which includes a link to a brief introductory video to Mason’s presentation, please visit: www.masoncompanies.com/thoughts/research

Founded in 1982, Mason works with private individuals, families and institutions, (foundations, endowments, corporate funds and retirement plans) in more than 40 states, is independently held and does not create any proprietary products. Mason, an investment advisor registered with the SEC, has over $7.5 billion in assets under management. 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.

Barron’s Lists Mason as a Top 50 Registered Investment Advisor

FOR IMMEDIATE RELEASE

Barron’s Lists Mason as a Top 50 Registered Investment Advisor

Mason Investment Advisory Services, Inc., listed in Barron’s annual registered investment advisory survey.

Reston, VA, September 26, 2019: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on Barron’s list of the top 50 registered investment advisors.

https://masoncompanies.com/

“We are proud to be recognized by Barron’s as a top 50 registered investment advisor. Our private and institutional client advisors, research department and operations and support staff have all contributed to a service model and approach that has allowed us to implement our independent investment philosophy,” said Scott George, Chief Investment Officer. Mr. George also noted that “our team continues to be as strong as it has ever been and we look forward to continued success and client engagement.”

Mason’s private client practice includes wealthy individuals and corporate executives from across the country. Their private client practice includes investment management and financial planning services. https://masoncompanies.com/services/private-clients/

Mason’s institutional practice includes foundations, endowments, retirement plans and other institutional portfolios. Mason’s services for institutions are offered on a discretionary (outsourced chief investment officer/OCIO) and on a non-discretionary basis. https://masoncompanies.com/services/institutions/

“We believe that our growth and success are due to the strength of our team and our clients’ belief in our unique and independent approach to asset allocation, rebalancing and manager selection,” said Will Thorpe, Chief Marketing and Development Officer. In addition, Thorpe commented that Mason has “avoided many of the issues that arise from the heavy use of hedge funds and private equity.” Mason does not recommend these investments to their clients. Thorpe’s primary role at Mason is to lead the growth of the institutional practice.

Founded in 1982, Mason works with private individuals, families and institutions, (foundations, endowments, corporate funds and retirement plans) in more than 40 states, is independently held and does not create any proprietary products. Mason, an investment advisor registered with the SEC, has over $7.5 billion in assets under management. 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.

Mason Celebrates 20 Years as an OCIO

FOR IMMEDIATE RELEASE

Mason Celebrates 20 Years as an Outsourced Chief Investment Officer

Mason Investment Advisory Services, Inc., a Reston, VA based investment consulting firm serves over 80 institutional clients across the country.

Reston, VA, December 6, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is proud to celebrate 20 years of service as an Outsourced Chief Investment Officer (OCIO.)  Mason was hired by their first institutional client in 1998 and since then they have built a national institutional consulting practice with clients in 26 states and the District of Columbia.  https://masoncompanies.com/

“We are proud of our long-term institutional client growth and client engagement over the past 20 years.  In 1998, we were primarily a financial planning and private client investment management firm.  Today, our institutional practice represents approximately half of our assets under management and is the fastest growing part of our business.”  said Scott George, Chief Investment Officer.

Mason’s institutional practice includes: community foundations, educational institutions, arts and cultural organizations, private and family foundations, healthcare and social services entities, corporate foundations, public funds, and family offices.  In addition to Mason’s OCIO services, they also provide services on a traditional or non-discretionary basis.  https://masoncompanies.com/services/institutions/

“We look forward to many more years of client service, growth, and expansion into new regions.  We continue to believe that our success and growth are rooted in our deep client relationships and the strength of our team,” said Will Thorpe, Chief Marketing and Development Officer.

Founded in 1982, Mason works with institutions, (foundations, endowments, corporate funds and retirement plans) private individuals and families in more than 40 states, is independently held and does not create any proprietary products.  Mason, an investment advisor registered with the SEC, has over $7 billion in assets under management.  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.

Barron’s Lists Mason as a Top 20 Institutional Consultant

FOR IMMEDIATE RELEASE

Mason Investment Advisory Services, Inc., CIO, Scott George listed in the top 20 of Barron’s annual Top Institutional Consultants survey: “Where the big money goes for advice.”

Reston, VA, May 23, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce their inclusion on Barron’s list of top institutional investment consultants.  Scott George, Mason’s Chief Investment Officer leads Mason’s team of institutional consultants and was listed in the top 20 on Barron’s annual survey. https://masoncompanies.com/

“We are proud to be recognized by Barron’s as a top institutional consultant.  Our consultants, research department and operations and support staff have all contributed to a service model and approach that has allowed us to implement our independent investment philosophy,” said Scott George, Chief Investment Officer.  Mr. George also said that “our team is as strong as it has ever been and we look forward to continued success and client engagement.”

Mason’s institutional practice includes: community foundations, educational institutions, arts and cultural organizations, private and family foundations, healthcare and social services entities, corporate foundations, public funds, and family offices.  Mason’s services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. https://masoncompanies.com/services/institutions/

“We believe that our success is rooted in our client relationships and that our practice has grown due to the strength of our team and our clients’ belief in our unique approach to asset allocation, rebalancing and manager selection,” said Will Thorpe, Chief Marketing and Development Officer.  Thorpe’s primary role at Mason is to lead the growth of the institutional practice.

Founded in 1982, Mason works with institutions (foundations, endowments, corporate funds and retirement plans,) private individuals and families in more than 40 states, is independently held and does not create any proprietary products.  Mason, an investment advisor registered with the SEC, has over $7 billion in assets under management.  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.

Mason Launches New Website

FOR IMMEDIATE RELEASE

Website redesigned to better serve clients, reflect the firm’s rapid growth, detail their expanded services, integrate their new branding and to highlight Mason‘s staff

Reston, VA, April 26, 2018: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is pleased to announce the launch of their new website. Mason serves a national client base and provides wealthy private clients, families and corporate clients with investment management and financial planning services. Mason also provides foundations, endowments and other institutional clients with both non-discretionary and discretionary (OCIO) investment consulting services. https://masoncompanies.com/

“We believe that we have assembled one of the most talented and capable teams of advisors and support staff in the industry,” said Chris Schreiner, Chief Operating Officer. Mason’s website includes an expanded section that highlights their key personnel with subsections that include “Investment Committee” and “Financial Planners and Investment Managers” for example. https://masoncompanies.com/about-us/key-personnel/ In addition to his role as Chief Operating Officer, Schreiner is the head of the firm’s financial planning practice. https://masoncompanies.com/services/private-clients/

“Our goal was not only to reflect our heritage but also to integrate a new look and feel for the firm,” said Will Thorpe, Chief Marketing and Development Officer. Thorpe’s primary role at Mason is to lead the growth of the institutional practice. “Regarding our institutional practice, we felt that the website needed to better reflect our client base which includes community foundations, educational institutions, arts and cultural organizations, private and family foundations, healthcare and social services entities, corporate foundations, public funds, and family offices.” Mason’s services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. https://masoncompanies.com/services/institutions/

“Over the past few years, Mason has been committed to updating technology and software, both internally and client facing, and we wanted our website to be a reflection of this commitment,” said George Gouin, Managing Director of Information Technology and Systems. Over the past few years, Mason has implemented a document portal, added electronic signature capabilities for client use and upgraded their performance reporting software.

Founded in 1982, Mason works with private individuals, families and institutions in more than 40 states, is independently held and does not create any proprietary products. Mason has approximately $7 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.

William M. Courson Joins MIAS Consulting Team

FOR IMMEDIATE RELEASE

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.