Company Overview
A Leading Provider of Institutional and Wealth Management Solutions
Mason is an independently owned boutique investment advisory firm that has been committed to delivering straightforward, independent, and personalized financial planning advice and quality investment management solutions to leading institutions and private clients for more than 40 years.
Founded 1982
AUM $13.3B*
Clients in 45 States**
Barron’s Top 100 Registered Investment Adviser Firms (2024)
* As of 12/31/2024
** Mason has clients in 45 states and in D.C.
What sets Mason apart? We are:
GOALS-BASED,
unequivocally driven by our
clients’ goals and success.
We are passionate about delivering objective advice and customized, high-quality wealth and investment management solutions that establish a firm financial foundation for institutions and private clients. As a fiduciary, we act in our clients’ best interest— we have no proprietary products and always recommend what we believe is best for you.
CLIENT-CENTRIC,
focused on what matters
most to you.
COMPREHENSIVE,
handling the details,
so you don’t have to.
PROCESS-DRIVEN,
using a disciplined approach
designed to put the odds
in your favor.
We apply an informed, research-driven process to planning and investing designed to mitigate biases and help you reach your goals.
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Institutions
Institutions
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Private Clients
Private Clients
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