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