Mason Investment Advisory Services
Close this search box.




Our Passion Supports
Your Financial Success

Foundations, endowments, corporate funds, and retirement plans rely on Mason for a consistent investment approach designed to increase their probability of success.

Institutional clients appreciate the exceptional level of service and attention Mason’s credentialed professionals provide, our flexible approach, and the range of options offered.

Our Mission Never Wavers

Mason helps institutions plan and invest with conviction, taking an approach designed to eliminate biases and achieve consistent results.

Institutions We Serve

Mason works with community foundations, educational institutions, healthcare entities, arts and cultural organizations, private and family foundations, corporate foundations, social service entities, public funds, and retirement plans.

Investment Approach

Our investment philosopy is rooted in strategic asset allocation combined with a strict rebalancing policy and rigorous manager selection process, all centered around our client’s goals.

Consulting Services

We work with institutional clients on all aspects of their investment management programs through traditional as well as non-discretionary investment consulting.

OCIO Services

Mason seamlessly integrates into your organzation as an Outsourced Chief Investment Officer, providing investment services that include implementation of your investment policy statement, asset allocation, manager selection, performance reporting, and more.

Work with Stewards of Your Investment Success

If you would like personalized attention from a team that understands your organization, contact us about working with Mason.